BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $624M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.46%
2 Communication Services 1.04%
3 Utilities 1.03%
4 Consumer Discretionary 1%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6K ﹤0.01%
+138
302
$6K ﹤0.01%
+120
303
$6K ﹤0.01%
+12
304
$6K ﹤0.01%
+180
305
$6K ﹤0.01%
+119
306
$6K ﹤0.01%
+140
307
$6K ﹤0.01%
+168
308
$6K ﹤0.01%
+39
309
$5K ﹤0.01%
+48
310
$5K ﹤0.01%
+111
311
$5K ﹤0.01%
+26
312
$5K ﹤0.01%
+60
313
$5K ﹤0.01%
+29
314
$5K ﹤0.01%
+106
315
$5K ﹤0.01%
+15
316
$5K ﹤0.01%
+180
317
$5K ﹤0.01%
+332
318
$5K ﹤0.01%
+52
319
$5K ﹤0.01%
+69
320
$5K ﹤0.01%
+70
321
$5K ﹤0.01%
+95
322
$5K ﹤0.01%
+70
323
$5K ﹤0.01%
+62
324
$5K ﹤0.01%
+207
325
$4K ﹤0.01%
+82