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
$423M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.69M
2 +$4.24M
3 +$2.72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.59M

Sector Composition

1 Technology 2.67%
2 Healthcare 0.94%
3 Communication Services 0.82%
4 Utilities 0.7%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$232K 0.05%
4,557
77
$225K 0.05%
4,354
78
$208K 0.05%
+367