BSSFA
Baron Silver Stevens Financial Advisors Portfolio holdings
AUM
$693M
1-Year Est. Return
14.23%
This Fund
S&P 500
1 Year Est. Return
+14.23%
AUM
$693M
AUM Growth
+$9.74M
(+1.4%)
Holding
152
Top Buys
| 1 | +$2.17M | |
| 2 | +$1.95M | |
| 3 | +$1.54M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53M |
| 5 |
Cincinnati Financial
CINF
|
+$1.31M |
Top Sells
| 1 | +$7.7M | |
| 2 | +$2.05M | |
| 3 | +$1.7M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$963K |
| 5 |
Vanguard Value ETF
VTV
|
+$872K |
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Financials | 1.74% |
| 3 | Communication Services | 1.26% |
| 4 | Consumer Staples | 0.92% |
| 5 | Healthcare | 0.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Palantir
PLTR
$365B
| – | – |
-1,192
|
|
||
152
AT&T
T
$203B
| – | – |
-7,123
|
|