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BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $689M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.6%
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
326
$4K ﹤0.01%
+32
327
$4K ﹤0.01%
+50
328
$4K ﹤0.01%
+48
329
$4K ﹤0.01%
+150
330
$4K ﹤0.01%
+33
331
$4K ﹤0.01%
+22
332
$4K ﹤0.01%
+12
333
$4K ﹤0.01%
+29
334
$4K ﹤0.01%
+59
335
$4K ﹤0.01%
+19
336
$4K ﹤0.01%
+263
337
$4K ﹤0.01%
+113
338
$4K ﹤0.01%
+19
339
$4K ﹤0.01%
+217
340
$4K ﹤0.01%
+99
341
$4K ﹤0.01%
+100
342
$4K ﹤0.01%
+13
343
$4K ﹤0.01%
+65
344
$4K ﹤0.01%
+85
345
$4K ﹤0.01%
+9
346
$4K ﹤0.01%
+340
347
$4K ﹤0.01%
+37
348
$4K ﹤0.01%
+48
349
$3K ﹤0.01%
+10
350
$3K ﹤0.01%
+80
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