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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
$572M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$968K
3
+$939K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$851K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$847K

Top Sells

1
+$2.35M
2
+$1.08M
3
+$983K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$868K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$840K

Sector Composition

1 Technology 3.15%
2 Financials 1.21%
3 Consumer Staples 0.96%
4 Communication Services 0.86%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-801
127
– –
-2,600
128
– –
-1,081
129
– –
-12,723
130
– –
-4,052
131
– –
-1,610
132
– –
-432
2 3 4 5
6