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
251
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252
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253
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-42
254
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-200
255
– –
-1
256
– –
-50
7 8 9 10
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