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
$375M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.74M
3
+$3.34M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.11M
5
BND icon
Vanguard Total Bond Market
BND
+$1.73M

Top Sells

1
+$11M
2
+$4.01M
3
+$2.18M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$759K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$750K

Sector Composition

1 Technology 2.37%
2 Communication Services 0.89%
3 Healthcare 0.84%
4 Utilities 0.66%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
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