BCFN
Baron Financials ETF
1W: +2.4%
1M: +9.1%
3M: +6.5%
YTD: -6.4%
$23.09
+0.29 (+1.27%)
Pre-Market: $22.00 (-1.09, -4.70%)
Weekly Expected Move ±2.5%
$21
$22
$22
$23
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$47M
Holdings42
Top 10 Wt44.8%
Volume3,068
Avg Volume3,453
Beta0.82
Portfolio Fundamentals
P/E22.5
P/B4.0
Div Yield1.04%
ROE18.4%
% Profitable84%
Inception2025-12-15
Sector Allocation
Financial Services
82.2%
Technology
11.5%
Industrials
3.1%
Consumer Cyclical
3.0%
Other
0.1%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | VISA INC CLASS A SHARES | V | 5.86% | $2.8M | 7,815 |
| 2 | MASTERCARD INC A | MA | 5.56% | $2.6M | 4,885 |
| 3 | BANK OF AMERICA CORP | BAC | 5.04% | $2.4M | 38,544 |
| 4 | INTERACTIVE BROKERS GRO CL A | IBKR | 4.44% | $2.1M | 22,960 |
| 5 | SCHWAB (CHARLES) CORP | SCHW | 4.30% | $2.0M | 20,025 |
| 6 | JPMORGAN CHASE + CO | JPM | 4.24% | $2.0M | 5,700 |
| 7 | MORGAN STANLEY | MS | 4.18% | $2.0M | 9,248 |
| 8 | S+P GLOBAL INC | SPGI | 3.95% | $1.9M | 4,395 |
| 9 | MOODY S CORP | MCO | 3.64% | $1.7M | 3,664 |
| 10 | LPL FINANCIAL HOLDINGS INC | LPLA | 3.59% | $1.7M | 5,180 |