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BAFE - ETF AI Analysis

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BAFE

Brown Advisory Flexible Equity ETF (BAFE)

Rating:72Outperform
Price Target:
BAFE’s rating suggests it is a solid, but not flawless, flexible equity fund, largely supported by high-quality tech leaders like TSMC and Alphabet, whose strong financial performance and strategic focus on AI and cloud drive much of the fund’s strength. However, some major holdings such as Amazon, Visa, Mastercard, and Berkshire Hathaway face issues like bearish technical trends, high valuations, or cash flow and income limitations, which temper the overall rating. The main risk is the fund’s heavy tilt toward large technology and payment companies, which can increase sensitivity to tech-sector swings and valuation corrections.
Positive Factors
Solid Overall Performance
The ETF has shown steady gains so far this year and in recent months, indicating generally strong momentum.
Quality Blue-Chip Holdings
The fund’s top positions include well-known, financially strong companies, several of which have delivered strong year-to-date performance.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, health care, consumer sectors, and more help reduce the impact of weakness in any single industry.
Negative Factors
Moderately High Expense Ratio
The fund’s fees are not especially low, which can slightly reduce the net returns investors receive over time.
Heavy U.S. Market Focus
With most assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market’s ups and downs.
Mixed Performance Among Top Holdings
Some major positions have recently lagged or declined, which can weigh on the fund’s overall results if that weakness continues.

BAFE vs. SPDR S&P 500 ETF (SPY)

BAFE Summary

The Brown Advisory Flexible Equity ETF (BAFE) is an actively managed fund that invests across the total stock market, mainly in U.S. companies of different sizes and styles. It doesn’t track a single index, but instead follows a flexible stock-picking approach, with big holdings in technology, financials, and communication services. Well-known companies in the fund include Microsoft and Amazon. Someone might invest in BAFE to get broad stock market exposure with the potential for long-term growth. A key risk is that it is heavily invested in stocks, so its value can rise and fall sharply with the overall market.
How much will it cost me?The Brown Advisory Flexible Equity ETF (BAFE) has an expense ratio of 0.54%, meaning you’ll pay $5.40 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Brown Advisory Flexible Equity ETF (BAFE) could benefit from growth in the technology and financial sectors, which make up a significant portion of its holdings, especially if innovation and consumer spending continue to drive these industries. However, rising interest rates or economic slowdowns could negatively impact the fund, particularly its exposure to consumer cyclical and communication services sectors. Additionally, regulatory changes affecting top holdings like Microsoft, Meta, and Alphabet could pose risks to performance.

BAFE Top 10 Holdings

BAFE leans heavily into U.S. large-cap growth, with tech and digital platforms steering the ship. TSMC is a key engine, rising over the year on AI chip demand despite some recent choppiness. Microsoft and Amazon have been more mixed, with cloud and e-commerce strength offset by short-term weakness, so they’re no longer the clear rockets they once were. Alphabet and Meta add more Big Tech flavor but have been lagging lately, while steadier names like Visa, Mastercard, UnitedHealth, and Berkshire help balance the ride and keep the fund grounded in the broader U.S. economy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft6.20%$110.32M$3.71T-3.01%
79
Outperform
TSMC5.95%$105.85M$1.91T72.86%
81
Outperform
Amazon4.75%$84.62M$2.96T25.66%
71
Outperform
Visa4.14%$73.69M$676.80B7.57%
70
Outperform
Alphabet Class A3.81%$67.87M$4.33T77.87%
85
Outperform
Mastercard3.72%$66.14M$493.41B-1.82%
75
Outperform
Meta Platforms3.68%$65.53M$1.51T-22.32%
76
Outperform
Alphabet Class C3.66%$65.08M$4.33T76.48%
82
Outperform
Berkshire Hathaway B3.34%$59.44M$1.01T13.92%
66
Neutral
Nvidia3.30%$58.67M$5.42T19.49%
76
Outperform

BAFE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.16
Positive
100DMA
28.22
Positive
200DMA
27.56
Positive
Market Momentum
MACD
0.38
Negative
RSI
66.12
Neutral
STOCH
89.01
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BAFE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.49, equal to the 50-day MA of 29.16, and equal to the 200-day MA of 27.56, indicating a bullish trend. The MACD of 0.38 indicates Negative momentum. The RSI at 66.12 is Neutral, neither overbought nor oversold. The STOCH value of 89.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BAFE.

BAFE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.77B0.54%
72
Outperform
$5.28B0.98%
70
Neutral
$5.08B0.50%
75
Outperform
$4.43B0.34%
74
Outperform
$3.48B0.14%
73
Outperform
$2.51B0.31%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BAFE
Brown Advisory Flexible Equity ETF
30.33
3.91
14.80%
AKRE
Akre Focus ETF
QLTY
GMO U.S. Quality ETF
TSPA
T. Rowe Price U.S. Equity Research ETF
DCOR
Dimensional US Core Equity 1 ETF
APUE
ActivePassive U.S. Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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