PRMRPeakShares RMR Prime Equity ETF
Seeks capital appreciation and income generation.
By PeakShares LLC · Launched 2025
Annual Cost
1.00%
#5,328 of 6,062 · expensive
Fund Size
$92M
#3,187 of 6,062 · mid-size
Return (1Y)
N/A
Track Record
9 months
#4,948 of 6,062 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,365+13.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 21.3% of funddiversified
Netflix, Inc.
2.4%
Corning Incorporated
2.3%
Constellation Energy Corp.
2.2%
Vertex Pharmaceuticals Incorporated
2.1%
The Progressive Corporation
2.1%
Verizon Communications Inc.
2.1%
Duke Energy Corp
2.1%
GE Aerospace
2.1%
McDonald's Corp.
2.1%
Eli Lilly & Co.
2.0%
Asset allocation
Stocks
98.7%
Cash
1.1%
Bonds
0.3%
By sector
Technology
37.1%
Financial Services
12.4%
Consumer Cyclical
9.4%
Healthcare
8.7%
Communication
8.2%
Consumer Defensive
5.6%
Industrials
5.5%
Energy
4.7%
Other
8.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation and income generation.
- Strategy
- Actively manages a portfolio of equity securities, including common stocks and equity ETFs, to provide capital appreciation and income generation. The Fund invests at least 80% of net assets in equity securities, maintaining sector allocations comparable to the S&P 500 Index while capitalizing on market opportunities.
- Inception date
- December 8, 2025
- Fund family
- PeakShares LLC
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Data updated on 2026-09-19