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Sunday, August 23, 2026The Morning Brief →Sign in
BRNYBURNEY US FACTOR ROTATION ETF

BURNEY US FACTOR ROTATION ETF

$59.18+0.53% today
466052-WK
Price & daily flows
57.153.149.159.18DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +16.7% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$257Massets under management
expense ratio
net flow, trailing month
20Kavg daily volume, 30 days
0holdings · US-domiciled
2024listed March 26, 2024 · beta 1.10
Sector weights
Information Technology30.44%
Technology Services29.13%
Technology28.05%
Consumer Discretionary20.96%
Finance17.31%
Industrials13.93%
Healthcare13.92%
Consumer Cyclical12.54%
Financials11.52%
Financial Services11.11%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States98.03%
Canada0.82%
Israel0.65%
United Kingdom0.5%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-1.5%
1 month+2.9%
3 months+5.9%
6 months+17.4%
YTD+16.7%
1 year+28.0%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
16%realized volatility, 30 days (annualized)
16%realized volatility, 1 year
-9.4%deepest fall from a peak, 1 year
-1.5%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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