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
$292M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.46%
2 Communication Services 1.04%
3 Utilities 1.03%
4 Consumer Discretionary 1%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.01%
+75
202
$19K 0.01%
+225
203
$19K 0.01%
+330
204
$19K 0.01%
+248
205
$19K 0.01%
+510
206
$19K 0.01%
+108
207
$18K 0.01%
+257
208
$17K 0.01%
+247
209
$17K 0.01%
+330
210
$17K 0.01%
+200
211
$17K 0.01%
+509
212
$16K 0.01%
+72
213
$16K 0.01%
+688
214
$16K 0.01%
+122
215
$15K 0.01%
+224
216
$15K 0.01%
+136
217
$15K 0.01%
+318
218
$15K 0.01%
+44
219
$15K 0.01%
+327
220
$15K 0.01%
+223
221
$15K 0.01%
+101
222
$14K ﹤0.01%
+320
223
$14K ﹤0.01%
+621
224
$14K ﹤0.01%
+134
225
$14K ﹤0.01%
+130