Mid-Cap Blend · NASDAQ · USD · Data as of 2026-07-30
AUM
$583.87M
Expense ratio
0.79%
Yield
0.20%
YTD return
+15.47%
Last price
$56.87
Broad Equity · Coverage 75% · medium
Today
42.3
Outlook
47.1
Block A (composite-derived)
47.5
Block C (market behavior)
37.8
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
47.5
Coverage 75% · medium
Liquidity
58.9
Expenses
45.0
Performance
56.7
Volatility
59.4
Dividend
10.3
Concentration
40.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Burney U.S. Factor Rotation ETF (BRNY) is an exchange-traded fund from The Burney Company in the Mixed asset class. Launched in 2022. Assets under management: 553,028,352.
Bullish Whales composite rating: 48 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: volatility, liquidity, performance.
Annualized one-year realized volatility 13%, classified moderate. Weakest axes: dividend, concentration.
Top-10 weight 0%, diversified, led by NVDA. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, liquidity_score, performance_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe Burney U.S. Factor Rotation Fund is a mutual fund that focuses on leveraging factor-based investment strategies within the U.S. market. Its primary function is to dynamically allocate its portfolio across different investment factors such as value, growth, momentum, and quality, depending on their potential for return under current market conditions. The fund is structured to adapt to market shifts, providing investors with exposure to equity sectors that are expected to perform well based on rigorous analysis of economic and financial indicators. This factor rotation approach aims to capitalize on varying market dynamics and sector performance, striving for optimized portfolio diversification and risk management. By doing so, the Burney U.S. Factor Rotation Fund plays a significant role in the financial market for those looking to invest strategically across multiple factors rather than betting on a single one, thus potentially enhancing the risk-adjusted returns relative to benchmark standard indices.
30-day change
$23.95M
90-day change
—
Current AUM: $583,867,200. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for BRNY are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.