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
126
$26.7K 0.02%
600
127
$24.9K 0.02%
70
128
$24.9K 0.02%
1,516
129
$24.8K 0.02%
300
130
$24K 0.02%
200
131
$23.8K 0.02%
520
+2
132
$23.7K 0.02%
111
-39
133
$23.5K 0.02%
156
134
$23.1K 0.02%
728
135
$21.8K 0.02%
675
136
$21.4K 0.01%
345
137
$20.4K 0.01%
100
-18
138
$19.9K 0.01%
90
-25
139
$19.6K 0.01%
644
-90
140
$19.4K 0.01%
300
141
$19.1K 0.01%
300
142
$19.1K 0.01%
69
143
$18.7K 0.01%
100
144
$18.5K 0.01%
30
145
$18.5K 0.01%
450
146
$18.1K 0.01%
173
147
$17.5K 0.01%
400
148
$17.3K 0.01%
601
+9
149
$16.9K 0.01%
200
150
$16.3K 0.01%
75
-50
4 5
6
7 8