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
51
$154K 0.11%
1,321
+165
52
$152K 0.1%
919
53
$151K 0.1%
1,393
54
$142K 0.1%
772
+175
55
$141K 0.1%
2,872
-300
56
$139K 0.1%
9,362
57
$136K 0.09%
2,400
-400
58
$130K 0.09%
510
59
$128K 0.09%
497
-44
60
$114K 0.08%
855
+355
61
$113K 0.08%
305
-18
62
$108K 0.07%
2,385
+945
63
$104K 0.07%
480
+165
64
$103K 0.07%
1,600
65
$102K 0.07%
721
+240
66
$99.5K 0.07%
1,529
67
$99.2K 0.07%
700
68
$98.7K 0.07%
1,908
-343
69
$98.6K 0.07%
580
+190
70
$95.9K 0.07%
2,076
71
$95K 0.07%
723
72
$92.7K 0.06%
400
+50
73
$85.3K 0.06%
2,623
74
$80.9K 0.06%
600
75
$79.6K 0.05%
1,600
1 2
3
4 5