BSSFA
Baron Silver Stevens Financial Advisors Portfolio holdings
AUM
$624M
This Quarter Return
+12.39%
1 Year Return
+11.67%
3 Year Return
+43.15%
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
–
Cap. Flow
+$292M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.79%
Holding
540
New
540
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$44M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$34.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$28.8M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$27.3M |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$16.8M |
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% |
