BRNYBurney U.S. Factor Rotation ETF
Grow my money#1633 of 2944 for Grow my money
Seeks capital appreciation.
The Burney Company · Since 2022 (3 years)
Annual Cost
0.79%
#3848 out of 5,332 ETFs
Fund Size
$474M
#1459 out of 5,332 ETFs
Dividend Yield
0.39%
Track Record
3 years
#2906 out of 5,332 ETFs
Performance
1 Year
+35.4%
3 Years
+28.0%
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Asset allocation
Stocks
99.7%
Cash
0.3%
Sector breakdown
Technology
26.0%
Financial Services
14.7%
Healthcare
11.9%
Communication
11.0%
Consumer Cyclical
10.1%
Industrials
8.3%
Basic Materials
7.6%
Utilities
5.9%
Other
4.6%
Top holdings
NVIDIA CorpNVDA7.1%
CF Industries Holdings IncCF6.9%
Apple IncAAPL5.9%
Expedia Group IncEXPE5.8%
Alphabet Inc Class AGOOGL5.7%
Cirrus Logic IncCRUS5.2%
Meta Platforms Inc Class AMETA4.1%
The Goldman Sachs Group IncGS4.1%
Incyte CorpINCY4.0%
AerCap Holdings NVAER3.9%
Risk profile
Volatility (1Y)
13.5%
Moderate
Max drawdown
-19.1%
Worst peak-to-trough loss
Sharpe (3Y)
1.37
Excellent risk-adjusted returns
Sortino (3Y)
2.01
Good downside protection
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Data updated on 2026-05-05