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Upturn AI Summary
PeakShares RMR Prime Equity ETF(PRMR)
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 PRMR
10/28/2026: PRMR (2-star) is currently NOT-A-BUY. Pass it for now.
The PeakShares RMR Prime Equity ETF (PRMR) provides active exposure to a high-quality, factor-selected basket of US equity securities. It aims to deliver long-term capital appreciation by investing in firms with strong balance sheets and sustainable growth, offering a disciplined alternative to traditional passive indices. While it provides strong potential for risk-adjusted performance, investors should monitor its liquidity and concentration risks, which are typical for niche active funds. It is best suited for long-term investors who prioritize quality and are looking for a core equity component that emphasizes company health over broad market-cap weighting.
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 | Strong fit | The fund targets companies with demonstrated earnings growth and sustainable competitive advantages. |
| Momentum investor | Strong fit while signal remains positive | Investors may find utility in the fund when its quality-factor signal aligns with current market momentum trends. |
| Value investor | Mixed fit | While quality is often associated with value, this fund's primary focus is not strictly valuation-based. |
| Dividend/Income investor | Mixed fit | The fund prioritizes capital appreciation over explicit dividend yield, though it may hold dividend-paying companies. |
| Low-risk investor | Medium | The focus on high-quality companies may offer some risk mitigation, but it remains an equity-based investment. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a preference for high-quality, financially sound companies.
Suitability
PRMR is best suited for long-term investors looking for a systematic quality factor tilt in their core equity holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are inherently subject to market fluctuations and price volatility. |
| Market risk | Medium / high | The fund's performance is closely tied to the overall direction of the equity markets. |
| Concentration | Medium | The focus on quality factors may result in portfolio concentration in specific sectors or industries. |
| Tracking/expense | Low | Active management entails tracking error relative to broad benchmarks, though expense ratios remain reasonable. |
| Liquidity | Medium | Lower trading volumes for this niche fund can occasionally lead to wider bid-ask spreads. |
| Business/sector quality | Low / none | The fund's primary mandate is to identify high-quality businesses, mitigating some fundamental business risk. |
Risk Analysis
Volatility
PRMR exhibits volatility consistent with mid-to-large-cap equity strategies, though its quality tilt may moderate extremes.
Market Risk
The fund faces significant market risk as its primary assets are domestic equities, making it susceptible to broad market drawdowns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 65 | Provides core exposure to established, financially stable companies with high market capitalizations. |
| Market capitalization | Mid-Cap Equities | 25 | Offers exposure to growth-oriented mid-sized companies that provide a balance between stability and potential capital appreciation. |
| Cash/collateral | 10 | Maintains a liquid cash position to manage fund flows and facilitate daily operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.03% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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