BFG
Baron Financial Group Portfolio holdings
AUM
$170M
This Quarter Return
-10.99%
1 Year Return
+11.92%
3 Year Return
+37.07%
5 Year Return
+59.92%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-12%)
Cap. Flow
-$1.28M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
59.13%
Holding
219
New
–
Increased
34
Reduced
37
Closed
10
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$381K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$346K |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$178K |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$168K |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$154K |
Top Sells
Sector Composition
| 1 | Technology | 1.88% |
| 2 | Healthcare | 1.24% |
| 3 | Financials | 0.71% |
| 4 | Consumer Staples | 0.56% |
| 5 | Energy | 0.53% |
