PRMRPeakShares RMR Prime Equity ETF

Grow my moneyNewRanked #2,503 of 2,960 in this goal

Seeks capital appreciation and income generation.

By PeakShares LLC · Launched 2025

Annual Cost

1.05%

#5,074 of 5,562 · expensive

Fund Size

$69M

#3,269 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

6 months

#5,055 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,143+11.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 29.6% of fund✓ well diversified

Micron Technology IncMU

4.6%

Advanced Micro Devices IncAMD

4.5%

Palo Alto Networks IncPANW

3.2%

CrowdStrike Holdings Inc Class ACRWD

3.2%

Oracle CorpORCL

2.5%

Corning IncGLW

2.5%

Broadcom IncAVGO

2.4%

Amazon.com IncAMZN

2.3%

KLA CorpKLAC

2.2%

Alphabet Inc Class CGOOG

2.2%

Asset allocation

Stocks

99.5%

Cash

0.3%

Bonds

0.2%

By sector

Technology

43.2%

Financial Services

12.0%

Consumer Cyclical

9.0%

Healthcare

8.1%

Communication

7.5%

Industrials

5.1%

Consumer Defensive

5.1%

Utilities

3.4%

Other

6.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks capital appreciation and income generation.
Strategy: Invests primarily in equities but may temporarily hold cash, cash equivalents, and short-term debt for defensive purposes during adverse conditions. This strategy may limit participation in market gains.
Inception date: December 8, 2025
Fund family: PeakShares LLC