Burney U.S. Factor Rotation ETFBurney U.S. Factor Rotation ETFBurney U.S. Factor Rotation ETF

Burney U.S. Factor Rotation ETF

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Key stats


Assets under management (AUM)
‪287.56 M‬USD
Fund flows (1Y)
‪24.88 M‬USD
Dividend yield (indicated)
0.35%
Discount/Premium to NAV
0.2%

About Burney U.S. Factor Rotation ETF


Issuer
Empirical Finance LLC
Brand
Burney
Expense ratio
0.79%
Inception date
Oct 13, 2022
Index tracked
No Underlying Index
Management style
Active
BRNY is based on the belief that the size and style are dominant factors impacting the overall performance of an equity portfolio. The fund uses a proprietary model to actively position the portfolio towards small-cap and value stocks or large-cap and growth stocks or vice versa, given different investment cycles. A five-step process is used to manage the portfolio. The process begins by determining the markets current investment cycle. Using S&P classifications for size and style, stocks are evaluated based on valuation, growth, profitability, quality and technical factors. Artificial intelligence is used to measure a company digital footprint, such as website traffic and social media presence. A quantiative model rates and ranks each stock. A portfolio optimizer is used to select 80-100 US stocks considered highly rated and fit the preferred size and style targets. The fund may include mid-caps to their small investment cycle. The fund is rebalanced monthly.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.