We are live on ! Find out more
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
$184M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.56M
3
+$1.43M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$1.12M
5
GILD icon
Gilead Sciences
GILD
+$799K

Top Sells

1
+$34.9M
2
+$27.3M
3
+$13.7M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.92M

Sector Composition

1 Technology 3.15%
2 Communication Services 1.61%
3 Healthcare 1.43%
4 Utilities 1.28%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-201
177
– –
-1,000
178
– –
-1,830
179
– –
-108
180
– –
-742
181
– –
-100
182
– –
-825
183
– –
-121
184
– –
-7
185
– –
-20
186
– –
-79
187
– –
-334
188
– –
-6
189
– –
-70
190
– –
-113
191
– –
-20
192
– –
-16
193
– –
-40
194
– –
-16
195
– –
-7
196
– –
-563
197
– –
-289
198
– –
-2,072
199
– –
-96,784
200
– –
-902
6 7
8
9 10