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
$157M
AUM Growth
+$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.11M
3
+$690K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$260K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$207K

Top Sells

1
+$6.41M
2
+$3.76M
3
+$1.34M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.04M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$737K

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