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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
401
$2K ﹤0.01%
+75
402
$2K ﹤0.01%
+61
403
$2K ﹤0.01%
+27
404
$2K ﹤0.01%
+41
405
$2K ﹤0.01%
+96
406
$2K ﹤0.01%
+12
407
$2K ﹤0.01%
+100
408
$2K ﹤0.01%
+16
409
$2K ﹤0.01%
+7
410
$2K ﹤0.01%
+8
411
$2K ﹤0.01%
+126
412
$2K ﹤0.01%
+24
413
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+23
414
$2K ﹤0.01%
+15
415
$2K ﹤0.01%
+83
416
$2K ﹤0.01%
+22
417
$2K ﹤0.01%
+89
418
$2K ﹤0.01%
+37
419
$2K ﹤0.01%
+18
420
$2K ﹤0.01%
+97
421
$2K ﹤0.01%
+11
422
$2K ﹤0.01%
+10
423
$2K ﹤0.01%
+9
424
$2K ﹤0.01%
+13
425
$2K ﹤0.01%
+50
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