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Upturn AI Summary
PeakShares Sector Rotation ETF(PSTR)
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 PSTR
10/28/2026: PSTR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
PSTR is an actively managed ETF that utilizes a quantitative model to rotate exposure across U.S. equity sectors, aiming to capitalize on momentum and fundamental trends. Its primary strength lies in providing a disciplined, rules-based approach that removes emotional decision-making from tactical asset allocation. It is best suited for growth-oriented investors looking for active management, though it carries risks related to model performance, higher costs than passive funds, and sector concentration. Investors should monitor the consistency of the rotation signals and the fund's performance relative to broad market indices.
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 | Mixed fit | The fund may outperform during growth-led cycles but can underperform if the rotation signal misses key growth sector transitions. |
| Momentum investor | Strong fit while signal remains positive | The fund's reliance on quantitative signals aligns well with momentum-based investment styles. |
| Value investor | Mixed fit | Value characteristics depend entirely on which sectors the model currently favors. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation through rotation, not consistent dividend income. |
| Low-risk investor | Weak fit | Tactical rotation involves higher turnover and potential volatility compared to broad-market index funds. |
Investor Profile
Ideal Investor Profile
Investors looking for a systematic, hands-off approach to tactical sector rotation who are willing to pay for active management.
Suitability
Best for investors comfortable with moderate-to-high risk who want active tactical tilt in their portfolio rather than pure passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Frequent shifts between sectors can lead to performance swings distinct from the broader market. |
| Market risk | High | The fund remains fully invested in equities, leaving it exposed to general market downturns. |
| Concentration | Medium | The strategy may concentrate holdings in a few sectors, increasing sensitivity to sector-specific news. |
| Tracking/expense | Medium | Active management and transaction costs can create a drag on performance relative to lower-cost index funds. |
| Liquidity | Medium | Smaller AUM may result in wider bid-ask spreads compared to larger, passive sector ETFs. |
| Business/sector quality | Medium | The success of the fund depends on the reliability of its quantitative rotation model. |
Risk Analysis
Volatility
PSTR exhibits moderate-to-high volatility consistent with tactical equity strategies.
Market Risk
The fund is subject to systematic equity risk and sector-specific concentration risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | US Equity Sector ETFs (Underlying holdings vary by rotation model) | 95 | The fund dynamically allocates capital across various sector ETFs to capture market leadership. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained to facilitate tactical trading and provide liquidity for rotation. |
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 14.26% | Avg. Invested days 60 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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