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
76
$77K 0.05%
1,332
77
$76.8K 0.05%
3,740
-9,250
78
$75.9K 0.05%
5,060
+2,964
79
$74.1K 0.05%
1,914
-100
80
$72K 0.05%
181
81
$67.8K 0.05%
443
82
$66.1K 0.05%
1,254
+500
83
$65K 0.04%
290
+140
84
$58.7K 0.04%
1,128
-345
85
$55.9K 0.04%
347
+138
86
$55.1K 0.04%
700
87
$54.5K 0.04%
385
+135
88
$52.1K 0.04%
891
+245
89
$50.8K 0.04%
700
-32
90
$49.8K 0.03%
200
91
$47.4K 0.03%
460
-180
92
$46.6K 0.03%
744
93
$45.1K 0.03%
597
+3
94
$45.1K 0.03%
1,141
-200
95
$45K 0.03%
238
+1
96
$45K 0.03%
3,060
97
$43.3K 0.03%
83
98
$42.5K 0.03%
30
99
$42K 0.03%
656
+4
100
$41.4K 0.03%
140
2 3
4
5 6