BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
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
+$44M
2
+$34.9M
3
+$28.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.3M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$16.8M

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%
+37
327
$4K ﹤0.01%
+82
328
$4K ﹤0.01%
+32
329
$4K ﹤0.01%
+50
330
$4K ﹤0.01%
+48
331
$4K ﹤0.01%
+150
332
$4K ﹤0.01%
+33
333
$4K ﹤0.01%
+22
334
$4K ﹤0.01%
+48
335
$4K ﹤0.01%
+13
336
$4K ﹤0.01%
+65
337
$4K ﹤0.01%
+85
338
$4K ﹤0.01%
+9
339
$4K ﹤0.01%
+12
340
$4K ﹤0.01%
+29
341
$4K ﹤0.01%
+59
342
$4K ﹤0.01%
+19
343
$4K ﹤0.01%
+263
344
$4K ﹤0.01%
+113
345
$4K ﹤0.01%
+19
346
$4K ﹤0.01%
+217
347
$4K ﹤0.01%
+99
348
$4K ﹤0.01%
+100
349
$3K ﹤0.01%
+10
350
$3K ﹤0.01%
+80
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