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
$158M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.24M
3
+$540K
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$507K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$361K

Top Sells

1
+$1.64M
2
+$1.1M
3
+$747K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$572K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$542K

Sector Composition

1 Technology 1.97%
2 Healthcare 1.09%
3 Energy 0.53%
4 Financials 0.49%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.14%
2,022
+22
52
$207K 0.13%
2,075
-2,420
53
$202K 0.13%
+1,310
54
$201K 0.13%
+1,351
55
$187K 0.12%
+400
56
– –
-8,895
57
– –
-10,600
58
– –
-9,630
1 2
3