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
151
$16K 0.01%
103
152
$16K 0.01%
244
153
$15.3K 0.01%
70
154
$15K 0.01%
40
155
$14.9K 0.01%
600
156
$14.5K 0.01%
401
157
$14.2K 0.01%
188
+1
158
$14K 0.01%
236
159
$13.7K 0.01%
150
160
$13.4K 0.01%
50
161
$13.1K 0.01%
120
162
$12.4K 0.01%
99
163
$12.2K 0.01%
258
164
$11.7K 0.01%
65
+1
165
$11.7K 0.01%
514
166
$11.4K 0.01%
40
167
$11.2K 0.01%
458
168
$10.8K 0.01%
50
169
$10.6K 0.01%
738
170
$10.2K 0.01%
701
171
$10.1K 0.01%
51
172
$9.99K 0.01%
1,000
173
$9.46K 0.01%
20
174
$9.15K 0.01%
100
175
$8.76K 0.01%
188
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7
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