BRNY

Burney U.S. Factor Rotation ETFBurney
$48.81-0.58 (-1.17%)Close
AUM$463.5M
Expense Ratio0.79%
NAV$48.67
HoldingsN/A
InceptionOct 14, 2022

Price Chart

Key Statistics

Previous Close

$49.39

Day Range

$48.77$49.11

52-Week Range

$35.71$51.99

Avg Volume

19.9K

Dividend Yield

0.31%

Expense Ratio

0.79%

AUM

$463.5M

Shares Outstanding

10.0M

Sector Breakdown

SectorWeight %
Technology30.07%
Financial Services14.89%
Consumer Cyclical12.75%
Communication Services12.20%
Healthcare9.46%
Industrials6.61%
Utilities5.11%
Real Estate2.85%
Consumer Defensive2.58%
Energy2.06%
Basic Materials1.39%
Cash & Others0.03%

Country Allocation

CountryWeight %
United States93.71%
Ireland3.95%
Canada1.25%
Other0.58%
Panama0.51%

Fund Information

Issuer
Burney
Category
Technology
Subcategory
Small Cap
Inception Date
Oct 14, 2022
Exchange
NASDAQ
Description
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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The Burney U.S. Factor Rotation ETF (BRNY) is an exchange-traded fund issued by Burney that launched on Oct 14, 2022. It currently manages $463.5M in assets under management. The fund charges an expense ratio of 0.79%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-1.17%
1W
-1.84%
1M
-4.24%
3M
-2.95%
6M
+2.36%
YTD
-3.92%
1Y
+24.66%
3Y
+86.40%
5Y
+99.16%

Moving Averages

20-Day MA

$49.99

Below 20-Day MA
50-Day MA

$50.70

Below 50-Day MA
200-Day MA

$47.53

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.99

Current Price

$48.81

52-Week Low

$35.71

$35.71$51.99

Current Yield

0.31%

Annual Dividend

$0.1525

Frequency

4x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.0520Dec 24, 2025
Sep 12, 2025$0.0162Sep 15, 2025
Jun 13, 2025$0.0705Jun 16, 2025
Mar 13, 2025$0.0138Mar 14, 2025
Dec 30, 2024$0.0051Dec 31, 2024
Sep 12, 2024$0.0064Sep 13, 2024
Jun 20, 2024$0.0730Jun 21, 2024
Mar 13, 2024$0.0122Mar 15, 2024
Dec 20, 2023$0.0556Dec 22, 2023
Sep 27, 2023$0.0286Sep 29, 2023
Jun 28, 2023$0.0557Jun 30, 2023
Mar 29, 2023$0.0812Mar 31, 2023
Dec 29, 2022$0.0584Jan 6, 2023

Dividend Payments Over Time

Category Comparison

MetricBRNYTechnology(1413 ETFs)Small Cap(248 ETFs)
Fund Info
Expense Ratio0.79%0.67%0.57%
AUM$463.5M$6.78B$5.76B
Dividend Yield0.31%2.83%2.17%
Avg Volume19.9K1.1M2.0M
Holdings202548
Performance
1-Month Return-4.55%-3.56%-6.20%
6-Month Return+3.92%+1.80%+3.01%
YTD Return-3.41%-1.20%+1.11%
1-Year Return+23.15%+18.42%+18.33%

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