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
$407M
AUM Growth
+$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.35M
3
+$1.79M
4
BND icon
Vanguard Total Bond Market
BND
+$1.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.11M

Top Sells

1
+$1.71M
2
+$472K
3
+$459K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$288K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$227K

Sector Composition

1 Technology 2.62%
2 Healthcare 1.39%
3 Communication Services 0.77%
4 Utilities 0.65%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
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