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Upturn AI Summary
Burney U.S. Equity Select ETF(BRES)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BRES
10/02/2026: BRES (2-star) is currently NOT-A-BUY. Pass it for now.
Burney U.S. Equity Select ETF (BRES) is an actively managed fund that employs a systematic, rules-based approach to build a portfolio of U.S. stocks aimed at long-term capital appreciation. Its primary strength lies in the disciplined, research-driven selection process of its issuer, The Burney Company, which seeks to add value beyond simple index replication. The fund is designed for core equity portfolios where the investor desires active management to potentially navigate market volatility. Primary risks include the possibility of model underperformance relative to benchmarks, higher costs compared to passive funds, and general market-wide equity risk. It is best suited for long-term investors comfortable with active management who want exposure to a methodology that emphasizes fundamental valuation and growth metrics.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on selecting equities with characteristics intended to drive long-term capital appreciation. |
| Momentum investor | Mixed fit | While not a pure momentum fund, the strategy may capture trends as part of its systematic fundamental selection process. |
| Value investor | Strong fit | Valuation assessment is a core component of the proprietary selection methodology used to build the portfolio. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over yield generation, making it less suitable for income-focused portfolios. |
| Low-risk investor | Weak fit | As an equity-focused fund, it carries inherent market risks and volatility that may exceed the tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for active equity exposure that avoids the constraints of strict index-tracking.
Suitability
BRES is best suited for long-term investors who believe in the efficacy of the Burney Company's systematic selection model.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets are subject to price fluctuations that can cause the fund's value to change significantly over short periods. |
| Market risk | Medium / high | The overall health of the U.S. economy directly influences the fund's performance. |
| Concentration | Medium | The fund's active selection process may lead to sector or stock weightings that differ from the broader market. |
| Tracking/expense | Medium | Active management costs and the deviation from benchmark performance represent structural risks to returns. |
| Liquidity | Medium | Lower trading volumes for specific holdings could impact the fund's ability to trade efficiently during market stress. |
| Business/sector quality | Medium | The fund relies on the quality of its underlying company selection, which may underperform in specific economic environments. |
Risk Analysis
Volatility
BRES exhibits market-like volatility, though its active nature can lead to periods of performance deviation from the broader indices.
Market Risk
The fund is fully exposed to U.S. equity market risks, including economic, political, and interest rate factors that impact stock prices.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 75 | These holdings provide exposure to established U.S. companies which form the foundation of the fund's growth strategy. |
| Market capitalization | U.S. Mid-Cap Equities | 20 | Mid-cap stocks are included to capture higher growth potential that may be missed by focusing solely on the largest companies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained for liquidity management and to facilitate the implementation of the fund's active strategy. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 2.36% | Avg. Invested days 101 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $676.86M |
| Issuer | Burney |
| Inception | Feb 4, 2026 |
Performance
| Period | Total Return |
|---|
Risk Metrics
| Metric | Value |
|---|
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 34.49% |
| Mid Cap | 26.89% |
| Large Cap | 21.02% |
| Small Cap | 9.59% |
| Micro Cap | 8.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 34.70% |
| Financial Services | 15.99% |
| Consumer Cyclicals | 11.15% |
| Industrials | 9.02% |
Portfolio Characteristics
| Metric | Value |
|---|
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 8.15% |
| Expedia Group | 6.55% |
| Alphabet Class A | 5.81% |
| Citigroup | 4.72% |
| Apple | 4.17% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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