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
201
$4.6K ﹤0.01%
115
202
$4.55K ﹤0.01%
254
203
$4.37K ﹤0.01%
12
204
$4.32K ﹤0.01%
7
205
$4.13K ﹤0.01%
100
206
$3.9K ﹤0.01%
61
-96
207
$3.79K ﹤0.01%
70
208
$3.61K ﹤0.01%
40
209
$3.61K ﹤0.01%
118
-116
210
$3.47K ﹤0.01%
34
211
$3.24K ﹤0.01%
20
212
$3.13K ﹤0.01%
157
213
$2.96K ﹤0.01%
400
-100
214
$2.96K ﹤0.01%
67
215
$2.84K ﹤0.01%
61
216
$2.84K ﹤0.01%
45
217
$2.84K ﹤0.01%
270
218
$2.84K ﹤0.01%
171
219
$2.65K ﹤0.01%
90
220
$2.61K ﹤0.01%
226
221
$2.52K ﹤0.01%
105
222
$2.37K ﹤0.01%
39
223
$2.32K ﹤0.01%
182
224
$2.3K ﹤0.01%
17
225
$2.09K ﹤0.01%
55
7 8
9
10 11