BFG

Baron Financial Group Portfolio holdings

AUM $187M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.1M
3
+$623K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$233K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$190K

Top Sells

1
+$6M
2
+$3.57M
3
+$1.28M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$711K

Sector Composition

1 Technology 2.33%
2 Energy 0.47%
3 Healthcare 0.45%
4 Financials 0.42%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.13%
+2,245
52
– –
-6,400
53
– –
-3,596
1 2
3