BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $693M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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%
+7
527
$0 ﹤0.01%
+8
528
$0 ﹤0.01%
+3
529
$0 ﹤0.01%
+2
530
$0 ﹤0.01%
+2
531
$0 ﹤0.01%
+4
532
$0 ﹤0.01%
+40
533
$0 ﹤0.01%
+41
534
$0 ﹤0.01%
+46
535
$0 ﹤0.01%
+2
536
$0 ﹤0.01%
+1
537
$0 ﹤0.01%
+7
538
$0 ﹤0.01%
+6
539
$0 ﹤0.01%
+12
540
$0 ﹤0.01%
+6