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
$517M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$999K
3 +$799K
4
MSFT icon
Microsoft
MSFT
+$653K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$528K

Sector Composition

1 Technology 3.42%
2 Healthcare 1.13%
3 Communication Services 1.02%
4 Financials 1%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.04%
4,630
-1,350
127
$200K 0.04%
+2,370
128
-4,993