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
451
$1K ﹤0.01%
+3
452
$1K ﹤0.01%
+53
453
$1K ﹤0.01%
+8
454
$1K ﹤0.01%
+6
455
$1K ﹤0.01%
+8
456
$1K ﹤0.01%
+4
457
$1K ﹤0.01%
+141
458
$1K ﹤0.01%
+26
459
$1K ﹤0.01%
+9
460
$1K ﹤0.01%
+11
461
$1K ﹤0.01%
+5
462
$1K ﹤0.01%
+28
463
$1K ﹤0.01%
+27
464
$1K ﹤0.01%
+7
465
$1K ﹤0.01%
+11
466
$1K ﹤0.01%
+30
467
$1K ﹤0.01%
+23
468
$1K ﹤0.01%
+27
469
$1K ﹤0.01%
+33
470
$1K ﹤0.01%
+6
471
$1K ﹤0.01%
+16
472
$1K ﹤0.01%
+9
473
$1K ﹤0.01%
+14
474
$1K ﹤0.01%
+10
475
$1K ﹤0.01%
+52