BCFN
Baron Financials ETF
1W: -2.3%
1M: -8.9%
3M: -5.5%
YTD: -13.4%
$21.37
+0.04 (+0.18%)
Weekly Expected Move ±1.8%
$21
$21
$21
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$43M
Holdings41
Top 10 Wt45.6%
Volume14
Avg Volume2,690
Beta0.82
Portfolio Fundamentals
P/E19.4
P/B3.8
Div Yield1.17%
ROE19.6%
% Profitable91%
Inception2025-12-15
Sector Allocation
Financial Services
81.5%
Technology
10.9%
Industrials
3.5%
Consumer Cyclical
3.0%
Other
1.1%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | VISA INC CLASS A SHARES | V | 6.29% | $2.8M | 7,741 |
| 2 | MASTERCARD INC A | MA | 6.06% | $2.7M | 4,839 |
| 3 | JPMORGAN CHASE + CO | JPM | 5.08% | $2.3M | 6,834 |
| 4 | BANK OF AMERICA CORP | BAC | 4.75% | $2.1M | 38,928 |
| 5 | SCHWAB (CHARLES) CORP | SCHW | 4.37% | $2.0M | 19,835 |
| 6 | INTERACTIVE BROKERS GRO CL A | IBKR | 4.17% | $1.9M | 21,792 |
| 7 | MORGAN STANLEY | MS | 3.92% | $1.8M | 9,160 |
| 8 | S+P GLOBAL INC | SPGI | 3.79% | $1.7M | 4,353 |
| 9 | MOODY S CORP | MCO | 3.67% | $1.7M | 3,630 |
| 10 | LPL FINANCIAL HOLDINGS INC | LPLA | 3.51% | $1.6M | 5,132 |