Key stats
About PeakShares Sector Rotation ETF
Expense ratio
1.05%
Home page
Inception date
Apr 30, 2024
PSTR pursues favorable returns by continuously evaluating economic, political, and market conditions to identify opportunities and mitigate potential declines. Portfolio allocation is based on forecasting methods, incorporating sector analysis and top-down macroeconomic indicators like key industry drivers, financial metrics, and return forecasts. Additionally, bottom-up fundamental analysis of individual securities is also part of the approach. While it maintains core investments in sectors represented in the S&P 500, it periodically shifts selection and weighting towards sectors across the broader domestic market. The strategy is intended to capitalize on the potential alpha arising from variations between sector allocations and the broad market. To further enhance returns and generate income, it utilizes a covered call option writing strategy. The fund may engage in active and frequent trading. Investments may include equity ETFs and derivatives.
Classification
What's in the fund
Exposure type
ETF
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.