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
351
$3K ﹤0.01%
+14
352
$3K ﹤0.01%
+95
353
$3K ﹤0.01%
+34
354
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+73
355
$3K ﹤0.01%
+125
356
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+16
357
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+41
358
$3K ﹤0.01%
+95
359
$3K ﹤0.01%
+9
360
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+44
361
$3K ﹤0.01%
+100
362
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+27
363
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+7
364
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+200
365
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366
$3K ﹤0.01%
+200
367
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+67
368
$3K ﹤0.01%
+100
369
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+40
370
$3K ﹤0.01%
+102
371
$3K ﹤0.01%
+103
372
$3K ﹤0.01%
+13
373
$3K ﹤0.01%
+21
374
$3K ﹤0.01%
+27
375
$3K ﹤0.01%
+61
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