BFOCX
Berkshire Focus Fund
1W: -0.1%
1M: +9.3%
3M: -13.4%
YTD: +21.4%
1Y: +17.5%
3Y: +206.2%
5Y: +27.6%
$49.42
+1.10 (+2.28%)
Weekly Expected Move ±6.3%
$42
$45
$48
$51
$54
Similar ETFs
20 peers by holdings overlap (114 holdings)
BTX
BlackRock Technology and Private Equity Term Trust
30.7%
Shared13 holdings
Total50
AUM$1.1B
Price$9.22
BSTZ
BlackRock Science and Technology Trust II
30.5%
Shared13 holdings
Total52
AUM$2.1B
Price$30.88
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
26.8%
Shared8 holdings
Total50
AUM$878M
Price$25.48
RYSIX
Rydex Electronics Inv
25.0%
Shared10 holdings
Total65
AUM$197M
Price$1020.11
BFTHX
Baron Fifth Avenue Growth Fund
23.8%
Shared5 holdings
Total25
AUM$907M
Price$78.45
BST
BlackRock Science and Technology Trust
23.7%
Shared11 holdings
Total45
AUM$1.8B
Price$51.33
FAGIX
Fidelity Capital and Income Fund
23.5%
Shared8 holdings
Total69
AUM$16.0B
Price$11.18
ARTTX
Artisan Focus Fund Investor Shares
23.4%
Shared5 holdings
Total24
AUM$1.4B
Price$27.87
HGOAX
The Hartford Growth Opportunities Fund Class A
21.9%
Shared7 holdings
Total47
AUM$7.4B
Price$70.93
CTCAX
Columbia Global Technology Growth Fund
21.9%
Shared10 holdings
Total99
AUM$6.3B
Price$138.28
SCMGX
Sands Capital Global Growth Fund Institutional Shares
21.7%
Shared5 holdings
Total36
AUM$773M
Price$23.75
ALARX
Alger Capital Appreciation Institutional Fund Class I
21.7%
Shared8 holdings
Total78
AUM$6.9B
Price$63.98
BGSIX
BlackRock Technology Opportunities Fund Institutional Shares
21.1%
Shared9 holdings
Total49
AUM$6.7B
Price$101.11
MGLBX
Marsico Global Fund
20.9%
Shared3 holdings
Total24
AUM$456M
Price$34.21
ALGRX
Alger Focus Equity Fund Class I
20.4%
Shared5 holdings
Total44
AUM$619M
Price$122.32
SPECX
Alger Spectra Fund Class A
20.4%
Shared8 holdings
Total117
AUM$5.0B
Price$38.53
FTXNX
Fuller & Thaler Behavioral Small-Cap Growth Fund - Investor Shares
20.4%
Shared6 holdings
Total71
AUM$4.0B
Price$66.69
SLMCX
Columbia Seligman Technology and Information Fund Class A
20.3%
Shared7 holdings
Total56
AUM$31.2B
Price$255.49
JSVAX
Janus Henderson Contrarian Fund - T Shares
20.2%
Shared5 holdings
Total40
AUM$5.6B
Price$31.71
FLVCX
Fidelity Leveraged Company Stock Fund
20.1%
Shared7 holdings
Total68
AUM$3.9B
Price$44.55
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BFOCX | $462M | 111 | 62.2% | 1.5 | 0.5 | 0.7 | 40.2% | 47.9% | 0.22% | +29.0% | +98.8% | 59.0 | 6.4 |
| BTX | $1.1B | 50 | 31.4% | 72.9 | 10.5 | 5.8 | 15.5% | 7.9% | 0.37% | +45.4% | +85.7% | 59.7 | 6.2 |
| BSTZ | $2.1B | 52 | 30.0% | 73.1 | 10.5 | 5.7 | 15.4% | 7.8% | 0.35% | +45.5% | +86.2% | 59.1 | 6.1 |
| AIO | $878M | 50 | 26.0% | 3.5 | 1.2 | 1.5 | 40.0% | 42.2% | 0.76% | +28.6% | +52.0% | 61.6 | 6.6 |
| RYSIX | $197M | 65 | 52.8% | 6.0 | 2.0 | 2.7 | 39.5% | 44.5% | 0.66% | +37.8% | +69.1% | 57.9 | 6.3 |
| BFTHX | $907M | 25 | 62.2% | 4.5 | 1.5 | 1.9 | 39.4% | 43.1% | 0.55% | +26.6% | +32.2% | 61.2 | 6.1 |
| BST | $1.8B | 45 | 44.0% | 9.3 | 3.9 | 4.7 | 53.9% | 50.2% | 0.50% | +34.1% | +64.2% | 65.3 | 6.5 |
| FAGIX | $16.0B | 69 | 11.6% | 3.1 | 1.1 | 1.5 | 40.8% | 48.6% | 0.53% | +26.9% | +46.5% | 60.4 | 6.4 |
| ARTTX | $1.4B | 24 | 56.5% | 1.5 | 0.5 | 0.7 | 40.1% | 47.4% | 0.84% | +26.8% | +57.7% | 59.8 | 6.7 |
| HGOAX | $7.4B | 47 | 61.5% | 18.9 | 5.9 | 5.6 | 37.4% | 29.6% | 0.32% | +26.2% | +57.1% | 62.3 | 6.5 |
| CTCAX | $6.3B | 99 | 60.7% | 10.8 | 3.4 | 4.0 | 37.6% | 37.0% | 0.68% | +31.7% | +53.7% | 67.3 | 6.6 |