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
$151M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$346K
3
+$178K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$168K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$154K

Top Sells

1
+$694K
2
+$439K
3
+$352K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$285K
5
GLD icon
SPDR Gold Trust
GLD
+$181K

Sector Composition

1 Technology 1.88%
2 Healthcare 1.24%
3 Financials 0.71%
4 Consumer Staples 0.56%
5 Energy 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.6K 0.02%
237
-83
102
$32.4K 0.02%
100
103
$31K 0.02%
500
104
$30.5K 0.02%
529
+2
105
$29.8K 0.02%
262
+1
106
$29.7K 0.02%
585
107
$29.2K 0.02%
700
108
$28.4K 0.02%
260
109
$28.3K 0.02%
260
110
$27.8K 0.02%
257
111
$27.5K 0.02%
435
112
$26.9K 0.02%
2,180
-163
113
$26K 0.02%
675
114
$25.4K 0.02%
680
+6
115
$25K 0.02%
173
116
$24.5K 0.02%
600
117
$24K 0.02%
100
118
$23.9K 0.02%
960
119
$23.1K 0.02%
780
120
$22.9K 0.02%
116
121
$22.7K 0.02%
100
122
$21.7K 0.01%
552
123
$19.2K 0.01%
200
124
$19.2K 0.01%
69
125
$18.9K 0.01%
345
3 4
5
6 7