BFG
Baron Financial Group Portfolio holdings
AUM
$170M
1-Year Return
11.92%
This Quarter Return
-0.65%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$159M
AUM Growth
-$2.29M
(-1.4%)
Cap. Flow
-$478K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
56.69%
Holding
50
New
–
Increased
18
Reduced
23
Closed
3
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$243K |
| 2 |
Blackstone
BX
|
+$220K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$210K |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$207K |
| 5 |
Apple
AAPL
|
+$202K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Energy | 0.52% |
| 3 | Financials | 0.27% |
| 4 | Consumer Staples | 0.21% |
| 5 | Healthcare | 0.17% |
