PSTRPeakShares Sector Rotation ETF
Seeks capital appreciation and income generation.
By PeakShares LLC · Launched 2024
Annual Cost
1.06%
#5,517 of 6,040 · expensive
Fund Size
$67M
#3,445 of 6,040 · mid-size
Return (1Y)
+17.3%
Track Record
2 years
#3,463 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,714+17.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 61.9% of funddiversified through underlying funds
Vanguard World Fund
10.2%
Select Sector Spdr Trust
9.8%
Select Sector Spdr Trust
8.7%
Select Sector Spdr Trust
7.5%
Select Sector Spdr Trust
5.9%
Select Sector Spdr Trust
5.7%
Select Sector Spdr Trust
5.4%
Select Sector Spdr Trust
3.2%
Select Sector Spdr Trust
3.1%
Select Sector Spdr Trust
2.5%
Asset allocation
Stocks
94.0%
Cash
3.6%
Bonds
1.5%
Other
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.0%Low
Year-on-year price swings
Max drawdown
-14.7%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 diversified portfolio of U.S. equity securities and equity ETFs, incorporating a covered call option writing strategy to enhance returns. Invests across all market capitalizations and sectors, including communication services, financials, and healthcare, based on macroeconomic analysis.
- Inception date
- April 29, 2024
- Fund family
- PeakShares LLC
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18