Burney U.S. Factor Rotation ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Burney U.S. Factor Rotation ETF BRNY
Morningstar’s Analysis BRNY
Will BRNY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BRNY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BRNY’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.18 | 41M | Technology |
Alphabet Inc Class A | 6.04 | 35M | Communication Services |
Micron Technology Inc | 5.76 | 33M | Technology |
Expedia Group Inc | 4.92 | 28M | Consumer Cyclical |
Apple Inc | 4.75 | 27M | Technology |
StoneX Group Inc | 4.48 | 26M | Financial Services |
Cirrus Logic Inc | 3.77 | 22M | Technology |
Advanced Micro Devices Inc | 3.45 | 20M | Technology |
AerCap Holdings NV | 3.37 | 19M | Industrials |
Arista Networks Inc | 3.37 | 19M | Technology |
United States