Financial · NASDAQ · USD · Data as of 2026-07-30
AUM
$46.10M
Expense ratio
0.80%
Yield
—
YTD return
-14.44%
Last price
$23.09
Unclassified · Coverage 63% · medium
Today
61.0
Outlook
54.3
Block A (composite-derived)
53.8
Block C (market behavior)
67.3
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
53.8
Coverage 63% · medium
Liquidity
25.0
Expenses
45.0
Performance
—
Volatility
—
Dividend
—
Concentration
40.0
Smart Money
81.2
Activist
96.7
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Baron Financials ETF (BCFN) is an exchange-traded fund from Baron Capital Group, Inc. in the Mixed asset class. Launched in 2019. Assets under management: 47,828,428.
Bullish Whales composite rating: 54 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: activist exposure, smart-money flow, expenses.
Weakest axes: liquidity, concentration.
Top-10 weight 0%, diversified, led by V.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, expenses_score, liquidity_score, smart_money_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, tickerBaron Financials ETF is an actively managed exchange-traded fund that seeks capital appreciation by investing in financial and financial-related growth companies across all market capitalizations. Launched as part of Baron Capital's suite of active ETFs, it embodies the firm's longstanding approach of deep, firsthand research, long-term ownership mindset, and focus on exceptional management teams to identify businesses with durable competitive advantages and significant growth potential. The ETF targets the financial sector, including fintech innovators and traditional institutions, benchmarking against indices like the FactSet Global FinTech Index while aiming to outperform broader markets such as the S&P 500 through high-conviction selections. With a Morningstar Bronze rating, it maintains transparency and intraday trading liquidity typical of ETFs, converting from a predecessor mutual fund dating back to December 31, 2019. Baron Financials ETF plays a key role in sector-specific allocation strategies, offering investors targeted exposure to financial industry evolution amid technological disruption and regulatory shifts, supported by disciplined curiosity and patience for compounding growth.
30-day change
-$672.4K
90-day change
—
Current AUM: $46,099,728. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for BCFN are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.