BSSFA
Baron Silver Stevens Financial Advisors Portfolio holdings
AUM
$624M
This Quarter Return
+6.46%
1 Year Return
+11.67%
3 Year Return
+43.15%
5 Year Return
–
10 Year Return
–
AUM
$369M
AUM Growth
+$369M
(+100%)
Cap. Flow
+$174M
Cap. Flow
% of AUM
47.31%
Top 10 Holdings %
Top 10 Hldgs %
66.28%
Holding
88
New
40
Increased
38
Reduced
8
Closed
1
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$38.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$32.6M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$17.3M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$13.3M |
| 5 |
Vanguard Growth ETF
VUG
|
$13.2M |
Top Sells
Sector Composition
| 1 | Technology | 2.55% |
| 2 | Communication Services | 1.29% |
| 3 | Healthcare | 1.05% |
| 4 | Consumer Discretionary | 0.86% |
| 5 | Financials | 0.73% |
