BSSFA

Baron Silver Stevens Financial Advisors Portfolio holdings

AUM $683M
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367K
AUM Growth
-$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$31.7K
2
+$16.7K
3
+$11.7K
4
APPN icon
Appian
APPN
+$6.22K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.58K

Top Sells

1
+$1.39M
2
+$1.08M
3
+$825K
4
TSLA icon
Tesla
TSLA
+$708K
5
V icon
Visa
V
+$701K

Sector Composition

1 Technology 2.96%
2 Financials 1.22%
3 Healthcare 0.88%
4 Consumer Discretionary 0.82%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,467
102
– –
-1,654
103
– –
-4,467
104
– –
-839
105
– –
-4,261
106
– –
-1,387
107
– –
-4,333
108
– –
-11,119
109
– –
-664
110
– –
-5,634
111
– –
-2,978
112
– –
-2,265
113
– –
-5,866
114
– –
-3,030
115
– –
-7,355
116
– –
-1,208
117
– –
-7,204
118
$0 ﹤0.01%
16,081
-103
119
– –
-1,580
120
– –
-800
121
– –
-1,732
122
– –
-2,094
123
– –
-2,316
124
– –
-2,420
125
– –
-1,311
3 4
5
6 7