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Upturn AI Summary
Burney U.S. Factor Rotation ETF(BRNY)
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 BRNY
10/28/2026: BRNY (2-star) is currently NOT-A-BUY. Pass it for now.
The Burney U.S. Factor Rotation ETF (BRNY) is an actively managed fund that employs a proprietary quantitative model to rotate exposure across various equity factors, such as value and momentum, to target superior risk-adjusted returns. Its primary strength lies in this tactical adaptability, which contrasts with the rigidity of static factor ETFs. Investors should consider its higher expense ratio and the risks associated with active model-based management, particularly if factor leadership becomes stagnant. It serves best as a satellite holding for investors seeking active, systematic factor exposure rather than as a core market-tracking position. Key factors to monitor include the fund's ability to successfully anticipate market regime shifts and its ongoing liquidity profile.
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 | Mixed fit | The fund may tilt toward growth when the model identifies it as a leading factor, but it is not a pure growth strategy. |
| Momentum investor | Strong fit while signal remains positive | The rotation strategy is designed to capture momentum when the quantitative signal supports that factor. |
| Value investor | Mixed fit | Value is one of several factors the fund may rotate into depending on current market conditions. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation and factor rotation over a primary goal of generating high dividend income. |
| Low-risk investor | Weak fit | Active factor rotation and equity market exposure carry inherent volatility that may not suit conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for BRNY is one who believes in quantitative factor-based investing and desires an active management approach to pivot across factor styles, rather than relying on a static index.
Suitability
This fund is best suited for long-term investors seeking active, model-based factor exposure who are willing to accept higher costs and potential tracking error relative to a simple S&P 500 index fund.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The rotation between different equity factors can lead to increased portfolio turnover and short-term price fluctuations. |
| Market risk | High | As an equity-based fund, it remains fully susceptible to systemic market downturns. |
| Concentration | Medium | The strategy may concentrate in specific sectors or styles if the quantitative model identifies them as dominant. |
| Tracking/expense | Medium | Active management entails higher expenses and the risk that the model fails to outperform a simple market-cap index. |
| Liquidity | Medium | Lower trading volumes may result in higher transaction costs for retail investors compared to large, established ETFs. |
| Business/sector quality | Medium | The quality of the underlying holdings is subject to the model's selection criteria, which may change over time. |
Risk Analysis
Volatility
Historical volatility for BRNY is typically linked to the equity market, with potential for variance depending on the intensity of the fund's factor rotation.
Market Risk
The primary risk is systemic exposure to U.S. equities, meaning the fund will generally decline during broad market sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 70 | The core of the portfolio is invested in large, established U.S. companies to provide fundamental market exposure. |
| Market capitalization | Mid-Cap U.S. Equities | 25 | Exposure to mid-sized companies offers additional growth potential beyond large-cap holdings. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained for operational purposes and portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 46.92% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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