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
151
$9.52K 0.01%
1,100
152
$9.46K 0.01%
90
153
$9.17K 0.01%
120
154
$9.07K 0.01%
40
155
$8.97K 0.01%
106
156
$8.82K 0.01%
188
157
$8.68K 0.01%
208
158
$8.29K 0.01%
327
159
$7.72K 0.01%
1,026
160
$7.29K ﹤0.01%
40
161
$7.19K ﹤0.01%
401
162
$6.79K ﹤0.01%
322
-400
163
$5.94K ﹤0.01%
20
164
$5.78K ﹤0.01%
501
165
$5.67K ﹤0.01%
62
166
$5.65K ﹤0.01%
224
167
$5.35K ﹤0.01%
197
168
$5.12K ﹤0.01%
25
-15
169
$4.92K ﹤0.01%
459
170
$4.68K ﹤0.01%
150
171
$4.66K ﹤0.01%
37
172
$4.6K ﹤0.01%
50
173
$4.39K ﹤0.01%
115
174
$4.04K ﹤0.01%
193
-63
175
$4.02K ﹤0.01%
1,000
5 6
7
8 9