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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
451
$1K ﹤0.01%
+26
452
$1K ﹤0.01%
+9
453
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454
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455
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+28
456
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457
$1K ﹤0.01%
+7
458
$1K ﹤0.01%
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459
$1K ﹤0.01%
+30
460
$1K ﹤0.01%
+23
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+27
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466
$1K ﹤0.01%
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467
$1K ﹤0.01%
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468
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469
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470
$1K ﹤0.01%
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471
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+9
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+10
473
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474
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+24
475
$1K ﹤0.01%
+12
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