BFG

Baron Financial Group Portfolio holdings

AUM $183M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.19M
3
+$3.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.23M

Top Sells

1
+$2.81M
2
+$746K
3
+$468K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$371K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$190K

Sector Composition

1 Technology 1.99%
2 Healthcare 1.21%
3 Financials 0.89%
4 Consumer Staples 0.61%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.48K ﹤0.01%
73
227
$1.46K ﹤0.01%
20
228
$1.37K ﹤0.01%
35
229
$1.07K ﹤0.01%
16
230
$1.04K ﹤0.01%
380
231
$943 ﹤0.01%
16
232
$911 ﹤0.01%
230
233
$884 ﹤0.01%
14
234
$846 ﹤0.01%
8
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$806 ﹤0.01%
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236
$731 ﹤0.01%
12
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$730 ﹤0.01%
10
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$725 ﹤0.01%
10
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$499 ﹤0.01%
8
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$344 ﹤0.01%
45
241
$105 ﹤0.01%
4
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