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PRMR - ETF AI Analysis

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PRMR

PeakShares RMR Prime Equity ETF (PRMR)

Rating:74Outperform
Price Target:
PRMR, the PeakShares RMR Prime Equity ETF, has a solid overall rating driven mainly by high-quality tech leaders like Alphabet (GOOG), Micron (MU), and KLA (KLAC), which benefit from strong financial performance, growth in AI and cloud-related markets, and positive earnings outlooks. These strengths are partly offset by holdings such as Oracle (ORCL) and CrowdStrike (CRWD), where bearish technical trends, profitability challenges, and higher leverage or cash flow risks weigh on the fund. The main risk factor is the ETF’s heavy tilt toward technology and AI-related companies, which can increase volatility and sensitivity to sector-specific downturns.
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Several Strong Top Holdings
A number of the largest positions, such as major energy, technology, and consumer companies, have shown strong or steady performance, helping support the ETF’s results.
Meaningful Size
With tens of millions in assets, the fund is large enough to be established but still focused, which can help with stability and ongoing management.
Negative Factors
High Expense Ratio
The fund’s fees are relatively high for an ETF, which can eat into long-term returns for investors.
Recent Weak Performance
The ETF has shown weak performance over the past few months, which may concern investors looking for near-term strength.
Heavy U.S. Focus
Almost all of the fund’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.

PRMR vs. SPDR S&P 500 ETF (SPY)

PRMR Summary

The PeakShares RMR Prime Equity ETF (PRMR) is an actively managed fund that invests in large U.S. companies across many sectors, with a strong tilt toward technology. It does not track a specific index, but instead picks stocks based on economic trends and detailed company research. Well-known holdings include Netflix, Costco, Exxon Mobil, and Chevron. Investors might consider PRMR for growth potential and diversification across different industries while staying focused on big, established U.S. firms. A key risk is that it is heavily invested in the stock market and tech sector, so its value can rise and fall significantly with market swings.
How much will it cost me?The PeakShares RMR Prime Equity ETF (PRMR) has an expense ratio of 1.05%, which means you’ll pay $10.50 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The PeakShares RMR Prime Equity ETF could benefit from strong growth in the technology sector, which makes up a significant portion of its holdings, as well as continued innovation in healthcare companies like Regeneron and Eli Lilly. However, rising interest rates or economic slowdowns could negatively impact financial and consumer cyclical sectors, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting U.S.-based companies may further influence its performance.

PRMR Top 10 Holdings

PRMR is leaning hard into U.S. tech, with chip makers AMD and Micron acting as the main engines, both rising on optimism around AI and data-center demand. Cybersecurity names like Palo Alto Networks and CrowdStrike are also climbing, giving the fund an extra tech-fueled tailwind. On the other hand, Big Tech giants Alphabet and Amazon have been more mixed lately, occasionally tapping the brakes on overall momentum. With a clear tilt toward U.S. technology and related growth stories, the fund’s fortunes are closely tied to the market’s appetite for innovation.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Micron4.94%$3.47M$1.28T892.28%
79
Outperform
Advanced Micro Devices4.55%$3.19M$876.24B325.71%
73
Outperform
Palo Alto Networks3.27%$2.30M$234.54B40.86%
73
Outperform
CrowdStrike Holdings2.91%$2.04M$174.34B37.34%
67
Neutral
Applied Materials2.80%$1.97M$489.96B272.28%
77
Outperform
Corning2.79%$1.95M$167.76B305.08%
74
Outperform
KLA2.77%$1.95M$339.06B214.34%
77
Outperform
Western Digital2.33%$1.63M$257.21B1113.35%
77
Outperform
Arista Networks2.13%$1.50M$213.65B89.84%
83
Outperform
Goldman Sachs Group2.07%$1.45M$323.49B71.03%
73
Outperform

PRMR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.46
Positive
100DMA
25.25
Positive
200DMA
Market Momentum
MACD
0.35
Positive
RSI
56.75
Neutral
STOCH
36.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PRMR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.46, equal to the 50-day MA of 26.46, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.35 indicates Positive momentum. The RSI at 56.75 is Neutral, neither overbought nor oversold. The STOCH value of 36.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PRMR.

PRMR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$70.17M1.05%
74
Outperform
$99.29M0.45%
69
Neutral
$96.18M0.80%
68
Neutral
$94.29M0.93%
59
Neutral
$92.50M0.35%
73
Outperform
$89.66M0.22%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PRMR
PeakShares RMR Prime Equity ETF
27.64
2.52
10.03%
ACEP
ARS Core Equity Portfolio ETF
FCUS
Pinnacle Focused Opportunities ETF
EGGQ
NestYield Visionary ETF
JOYT
JPMorgan Equity and Options Total Return ETF
PQUS
Pictet AI Enhanced US Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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