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PRAEPlanRock Alternative Growth ETF

Grow my money2y track recordRanked #2,880 of 2,992 in this goal

Seeks growth of principal.

By PlanRock Investment Management, LLC · Launched 2023

Annual Cost

1.49%

#5,685 of 5,854 · expensive

Fund Size

$12M

#4,775 of 5,854 · small

Return (1Y)Goal

+25.1%

Track Record

2 years

#3,268 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,558+25.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Tactical allocation

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 66.5% of fund✓ diversified through underlying funds

iShares Trust
7.6%
Invesco Exchange-Traded Fund Trust
7.5%
iShares Trust
7.2%
iShares Trust
7.1%
Ishares Inc
6.9%
American Century ETF Trust
6.4%
American Century ETF Trust
6.4%
Proshares Trust II
6.3%
Select Sector Spdr Trust
5.9%
Invesco QQQ Trust, Series 1
5.1%

Asset allocation

Stocks
236.6%
Cash
19.9%

By sector

Technology
27.9%
Financial Services
15.6%
Industrials
10.6%
Consumer Cyclical
9.4%
Energy
9.3%
Healthcare
7.6%
Communication
5.7%
Consumer Defensive
5.2%
Other
8.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.0%Moderate

Year-on-year price swings

Max drawdown
-17.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks growth of principal.
Strategy
Employs a proprietary, rules-based, alternative equity methodology investing in U.S. and foreign ETFs, stocks, and alternative investments across various market segments, including emerging markets. Takes long positions in uptrends and short positions in downtrends to achieve low correlation to equity markets while aiming for favorable growth prospects.
Inception date
December 18, 2023
Fund family
PlanRock Investment Management, LLC

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Data updated on 2026-08-03