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BAFE

Brown Advisory Flexible Equity ETF
1W: -0.6% 1M: +1.6% 3M: +5.2% YTD: +3.4% 1Y: +11.8%
$28.38
+0.08 (+0.27%)
 
Weekly Expected Move ±1.4%
$28 $28 $28 $29 $29
ETF NASDAQ · AUM $1.6B
Key Statistics
AUM$1.6B
Holdings45
Top 10 Wt46.7%
Volume194,560
Avg Volume81,057
Beta1.04
Portfolio Fundamentals
P/E8.1
P/B2.7
Div Yield0.91%
ROE37.2%
% Profitable96%
Inception2024-11-18
Sector Allocation
Technology 27.8%
Financial Services 23.5%
Communication Services 13.9%
Consumer Cyclical 11.2%
Healthcare 9.2%
Industrials 8.8%
+3 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 MICROSOFT CORP MSFT 8.33% $109.9M 223,287
2 META PLATFORMS INC META 5.59% $73.8M 107,939
3 TAIWAN SEMIC-ADR TSM 5.36% $70.7M 255,222
4 AMAZON.COM INC AMZN 4.83% $63.7M 304,254
5 VISA INC-CLASS A SHARES V 4.37% $57.7M 185,984
6 MASTERCARD INC - A MA 4.11% $54.2M 107,605
7 ALPHABET INC-CL A GOOGL 3.67% $48.4M 194,017
8 ALPHABET INC-CL C GOOG 3.53% $46.6M 186,466
9 KKR & CO INC KKR 3.47% $45.8M 425,511
10 BERKSHIRE HATH-B BRK-B 3.42% $45.1M 104,271

Recent Holding Changes

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms