BRESBurney U.S. Equity Select ETF
Seeks capital appreciation.
By The Burney Company · Launched 2026
Annual Cost
0.79%
#4,208 of 5,854 · expensive
Fund Size
$672M
#1,384 of 5,854 · large
Return (1Y)Goal
N/A
Track Record
6 months
#5,142 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,540+5.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 27.5% of fund✓ well diversified
Apple IncAAPL
3.7%
Broadcom IncAVGO
3.6%
Alphabet IncGOOGL
3.5%
NVIDIA CorpNVDA
3.3%
Arista Networks IncANET
2.7%
Burney US Factor Rotation ETFBRNY
2.4%
Lam Research CorpLRCX
2.3%
Microsoft CorpMSFT
2.1%
McKesson CorpMCK
2.0%
Meta Platforms IncMETA
2.0%
Asset allocation
Stocks
99.6%
Cash
0.3%
Other
0.2%
By sector
Technology
28.8%
Financial Services
15.7%
Consumer Cyclical
12.2%
Communication
11.9%
Industrials
6.3%
Consumer Defensive
6.1%
Healthcare
6.0%
Utilities
4.9%
Other
8.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio of U.S.-listed common stocks of any market capitalization, utilizing a proprietary quantitative stock selection model. The strategy incorporates factor rotation across growth and value, and large and small capitalization companies, informed by monthly signals from a third-party research provider.
- Inception date
- February 4, 2026
- Fund family
- The Burney Company
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Data updated on 2026-08-03