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
426
$1K ﹤0.01%
+9
427
$1K ﹤0.01%
+32
428
$1K ﹤0.01%
+5
429
$1K ﹤0.01%
+21
430
$1K ﹤0.01%
+60
431
$1K ﹤0.01%
+11
432
$1K ﹤0.01%
+30
433
$1K ﹤0.01%
+18
434
$1K ﹤0.01%
+44
435
$1K ﹤0.01%
+8
436
$1K ﹤0.01%
+6
437
$1K ﹤0.01%
+38
438
$1K ﹤0.01%
+16
439
$1K ﹤0.01%
+10
440
$1K ﹤0.01%
+14
441
$1K ﹤0.01%
+6
442
$1K ﹤0.01%
+27
443
$1K ﹤0.01%
+18
444
$1K ﹤0.01%
+2
445
$1K ﹤0.01%
+41
446
$1K ﹤0.01%
+12
447
$1K ﹤0.01%
+5
448
$1K ﹤0.01%
+33
449
$1K ﹤0.01%
+28
450
$1K ﹤0.01%
+10