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
401
$2K ﹤0.01%
+23
402
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+5
403
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+25
404
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405
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+24
406
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+44
407
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+73
408
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+29
409
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+62
410
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+75
411
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+186
412
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413
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+8
414
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415
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416
$2K ﹤0.01%
+97
417
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418
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+10
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+96
420
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+9
421
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+13
422
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+50
423
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+8
424
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+22
425
$2K ﹤0.01%
+89
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