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
176
$8.71K 0.01%
327
177
$8.5K 0.01%
125
178
$8.29K 0.01%
96
179
$8.12K 0.01%
312
180
$7.63K 0.01%
69
181
$7.2K 0.01%
650
182
$7.18K ﹤0.01%
125
183
$6.9K ﹤0.01%
501
184
$6.81K ﹤0.01%
200
185
$6.77K ﹤0.01%
106
-258
186
$6.54K ﹤0.01%
20
187
$6.53K ﹤0.01%
71
188
$6.33K ﹤0.01%
2
189
$6.31K ﹤0.01%
2,090
190
$6.26K ﹤0.01%
459
191
$6.02K ﹤0.01%
224
192
$5.91K ﹤0.01%
150
193
$5.81K ﹤0.01%
75
194
$5.8K ﹤0.01%
254
-179
195
$5.42K ﹤0.01%
197
196
$5.34K ﹤0.01%
130
197
$5.22K ﹤0.01%
24
198
$5.12K ﹤0.01%
37
199
$4.78K ﹤0.01%
37
200
$4.75K ﹤0.01%
37
-25
6 7
8
9 10