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
101
$41K 0.03%
2,173
+26
102
$40.9K 0.03%
180
103
$40.7K 0.03%
635
+300
104
$40.2K 0.03%
1,325
105
$39.7K 0.03%
78
106
$39K 0.03%
232
-200
107
$38.2K 0.03%
640
-35
108
$35.8K 0.02%
700
109
$35.4K 0.02%
960
110
$35.3K 0.02%
120
+50
111
$35.1K 0.02%
500
+1
112
$34K 0.02%
585
113
$33.6K 0.02%
458
-100
114
$32.7K 0.02%
226
115
$31.6K 0.02%
130
-70
116
$30.9K 0.02%
200
117
$30.5K 0.02%
111
118
$29.9K 0.02%
277
+2
119
$29.8K 0.02%
497
+2
120
$29.2K 0.02%
1,100
121
$29.1K 0.02%
500
122
$28.4K 0.02%
435
+235
123
$28.1K 0.02%
100
124
$27K 0.02%
286
+1
125
$26.9K 0.02%
260
-60
3 4
5
6 7