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BRNY

Burney U.S. Factor Rotation ETF

Feb 06 • 04:00PM ET

51.06

+0.89 1.78 %

Financial • Exchange Traded Fund • USA • NASD

Held by: BRES

Category	US Equities - Factor & Thematic	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	17.46%	Total Holdings	69	Perf Week	-0.56%
Sponsor	Burney Investment	ETF Type		Tags	multi-asset	Return% 3Y	21.90%	AUM	494.55M	Perf Month	-0.84%
Fund Family		Bond Type		Tags	factor-rotation	Return% 5Y	-	NAV/sh		Perf Quarter	4.20%
Index	-	Average Maturity		Tags	growth	Return% 10Y		52W High	52.14 -2.07%	Perf Half Y	12.22%
Index Weighting		Commodity Type		Tags	value	Return% SI		52W Low	34.29 48.89%	Perf YTD	1.21%
Active/Passive		Quant Type		Tags	momentum	Flows% 1M	0.15%	Volatility	1.47% 0.87%	Perf Year	17.19%
Dividend TTM	0.15 (0.30%)	ESG Type		Tags	fundamental	Flows% 3M	3.20%	ATR (14)	0.60	Perf 3Y	81.94%
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	0.98%	RSI (14)	50.49	Perf 5Y	-
Dividend Gr. 3/5Y	37.87% -	Structure Type		Region		Flows% 1Y		Beta	1.07	Perf 10Y	-
Expense	0.79%	Growth/Value		SMA20	-0.29%	Flows% 3Y		Rel Volume	0.32	Prev Close	50.17
Inverse/Leveraged		Market Cap		SMA50	0.70%	Flows% 5Y		Avg Volume	17.79K	Price	51.06
IPO	Oct 14, 2022	Option/Short	No / Yes	SMA200	8.76%	Trades		Volume	5,722	Change	1.78%

Feb-06-26 10:33AM

Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch

(Benzinga)

Burney U.S. Factor Rotation ETF seeks capital appreciation. The fund is an actively managed exchange-traded fund ("ETF") that seeks long term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund's net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock. The fund will invest its assets in common stocks of large, mid, and small-capitalization companies.

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BRNY

Burney U.S. Factor Rotation ETF

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