BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $693M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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 Buys

1
+$42.7M
2
+$33M
3
+$27.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$25.7M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$16.4M

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
251
$11K ﹤0.01%
+284
252
$11K ﹤0.01%
+900
253
$11K ﹤0.01%
+7
254
$11K ﹤0.01%
+50
255
$11K ﹤0.01%
+37
256
$11K ﹤0.01%
+79
257
$10K ﹤0.01%
+352
258
$10K ﹤0.01%
+106
259
$10K ﹤0.01%
+41
260
$10K ﹤0.01%
+132
261
$10K ﹤0.01%
+162
262
$10K ﹤0.01%
+241
263
$10K ﹤0.01%
+81
264
$10K ﹤0.01%
+89
265
$9K ﹤0.01%
+39
266
$9K ﹤0.01%
+40
267
$9K ﹤0.01%
+321
268
$9K ﹤0.01%
+81
269
$9K ﹤0.01%
+496
270
$9K ﹤0.01%
+256
271
$9K ﹤0.01%
+333
272
$9K ﹤0.01%
+311
273
$9K ﹤0.01%
+1,000
274
$9K ﹤0.01%
+36
275
$8K ﹤0.01%
+94
9 10
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