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
526
$0 ﹤0.01%
+59
527
$0 ﹤0.01%
+4
528
$0 ﹤0.01%
+3
529
$0 ﹤0.01%
+6
530
$0 ﹤0.01%
+16
531
$0 ﹤0.01%
+7
532
$0 ﹤0.01%
+9
533
0
534
$0 ﹤0.01%
+9
535
$0 ﹤0.01%
+23
536
$0 ﹤0.01%
+9
537
$0 ﹤0.01%
+18
538
$0 ﹤0.01%
+1
539
$0 ﹤0.01%
+3
540
$0 ﹤0.01%
+12