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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
351
$3K ﹤0.01%
+13
352
$3K ﹤0.01%
+41
353
$3K ﹤0.01%
+95
354
$3K ﹤0.01%
+9
355
$3K ﹤0.01%
+44
356
$3K ﹤0.01%
+100
357
$3K ﹤0.01%
+7
358
$3K ﹤0.01%
+102
359
$3K ﹤0.01%
+103
360
$3K ﹤0.01%
+116
361
$3K ﹤0.01%
+8
362
$3K ﹤0.01%
+79
363
$3K ﹤0.01%
+14
364
$3K ﹤0.01%
+34
365
$3K ﹤0.01%
+73
366
$3K ﹤0.01%
+21
367
$3K ﹤0.01%
+27
368
$3K ﹤0.01%
+61
369
$3K ﹤0.01%
+125
370
$3K ﹤0.01%
+16
371
$3K ﹤0.01%
+200
372
$3K ﹤0.01%
+69
373
$3K ﹤0.01%
+200
374
$3K ﹤0.01%
+67
375
$3K ﹤0.01%
+100
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