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
$367K
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$31.7K
2
+$16.7K
3
+$11.7K
4
APPN icon
Appian
APPN
+$6.22K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.58K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$825K
4
TSLA icon
Tesla
TSLA
+$708K
5
V icon
Visa
V
+$701K

Sector Composition

1 Technology 2.96%
2 Financials 1.22%
3 Healthcare 0.88%
4 Consumer Discretionary 0.82%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7K 8.63%
+60
2
$30.8K 8.39%
83,816
+12,456
3
$30.4K 8.27%
583
-438
4
$27.6K 7.52%
245,191
+7,386
5
$20.7K 5.65%
24,899
+40
6
$18.4K 5.01%
165,508
+1,405
7
$16.7K 4.55%
+2,131
8
$16.3K 4.44%
85,881
-80
9
$14.7K 3.99%
173,355
-4,856
10
$13.4K 3.64%
371,735
+4,030
11
$11.7K 3.19%
+366
12
$11.7K 3.17%
16,095
+767
13
$11.3K 3.08%
31,708
-455
14
$11.2K 3.06%
119,582
+13,296
15
$8.53K 2.32%
242,063
+55,944
16
$8.17K 2.23%
2,000
17
$7.33K 1.99%
59,725
-7,688
18
$7.3K 1.99%
153,497
+1,741
19
$7.08K 1.93%
52,872
+1,487
20
$6.22K 1.69%
+14
21
$4.27K 1.16%
170,433
-8,550
22
$3.98K 1.09%
+388
23
$3.15K 0.86%
43,662
-2,063
24
$2.94K 0.8%
+124
25
$2.75K 0.75%
+2,269
1
2 3 4 5