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
176
$3.97K ﹤0.01%
125
177
$3.9K ﹤0.01%
37
178
$3.84K ﹤0.01%
55
179
$3.57K ﹤0.01%
24
180
$3.34K ﹤0.01%
75
181
$3.3K ﹤0.01%
61
182
$3.28K ﹤0.01%
7
183
$3.18K ﹤0.01%
40
184
$3.15K ﹤0.01%
61
185
$2.45K ﹤0.01%
39
186
$2.27K ﹤0.01%
24
187
$2.03K ﹤0.01%
105
188
$1.77K ﹤0.01%
73
189
$1.77K ﹤0.01%
90
190
$1.59K ﹤0.01%
55
191
$1.57K ﹤0.01%
100
192
$1.47K ﹤0.01%
10
193
$1.17K ﹤0.01%
2
194
$971 ﹤0.01%
16
195
$954 ﹤0.01%
380
196
$903 ﹤0.01%
157
197
$830 ﹤0.01%
180
198
$787 ﹤0.01%
11
-89
199
$776 ﹤0.01%
14
200
$723 ﹤0.01%
65
5 6 7
8
9