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
$367K
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$31.7K
2
+$16.7K
3
+$11.7K
4
APPN icon
Appian
APPN
+$6.22K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.58K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$825K
4
TSLA icon
Tesla
TSLA
+$708K
5
V icon
Visa
V
+$701K

Sector Composition

1 Technology 2.96%
2 Financials 1.22%
3 Healthcare 0.88%
4 Consumer Discretionary 0.82%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75K 0.75%
2,626
-1,174
27
$2.53K 0.69%
+65
28
$1.82K 0.5%
+132
29
$1.36K 0.37%
+200
30
$1.32K 0.36%
+2,193
31
$1.25K 0.34%
144,405
+2,879
32
$1.16K 0.32%
30,349
+540
33
$1.12K 0.31%
+201
34
$1.1K 0.3%
21,001
+16,701
35
$1.05K 0.29%
+680
36
$1.01K 0.28%
+64
37
$992 0.27%
+48
38
$931 0.25%
+670
39
$913 0.25%
11,000
-840
40
$858 0.23%
+340
41
$850 0.23%
3,187
-1,078
42
$830 0.23%
+333
43
$723 0.2%
9,445
44
$643 0.18%
3,485
-929
45
$625 0.17%
+39
46
$599 0.16%
+295
47
$596 0.16%
778
-1,163
48
$595 0.16%
5,300
-432
49
$568 0.15%
+41
50
$548 0.15%
6,690
-219
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