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BCFN

Baron Financials ETF·NASDAQ
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Baron Financials ETF Fundamentals
Assets Under Management
45.61MUSD
Fund Flows (1Y)
-468.80KUSD
Dividend Yield (TTM)
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Discount/Premium to NAV
0.04%
Shares Outstanding
2.20M
Expense Ratio
0.80%
Returns
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
Price Performance
-3.53%-18.11%-16.83%-17.03%-17.03%-17.03%
NAV Total Return
-1.36%-16.54%-14.41%———
Ratings

Aime Ratings

No data is currently available

No data is currently available

Ainvest’s AI-powered ETF Scoring Algorithm, built to help retail investors make smarter, data-driven decisions. Leveraging deep learning, reinforcement learning, and large language models, the algorithm scores ETFs across five key dimensions: Fund Flow, Momentum, Safety, Fundamentals, and Performance. Each factor is weighted by its correlation to future returns, resulting in a single, actionable score. Backtested over five years with consistently strong predictive accuracy. Ainvest brings institutional-grade artificial intelligence to everyday investors—transforming complexity into clarity with every score.
Holdings Analysis

Asset

Top 10 Holdings

Symbol

Ratio

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MA

Mastercard
5.54%
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SPGI

S&P Global
5.51%
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V

Visa
5.51%
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SCHW

The Charles Schwab
4.46%
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LPLA

LPL Financial
4.00%
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TW

Tradeweb Markets
3.67%
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CME

CME Group
3.57%
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IBKR

Interactive Brokers Group
3.56%
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INTU

Intuit
3.50%
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MELI

Mercadolibre
3.48%

Top 10 Weight 42.8%

44 Total Holdings

Is SPY better than BCFN?
Dividends

No data is currently available

Premium/Discount Chart
Assets Under Management
Should I buy BCFN?
Fund Flows