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SGRT - ETF AI Analysis
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SMART Earnings Growth 30 ETF (SGRT)
Rating:75Outperform
Price Target:
$28.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Micron and Palantir, have delivered strong year-to-date performance, driving the fund’s returns.
Technology Sector Leadership
With over half of the portfolio in technology stocks, the ETF benefits from exposure to a high-growth sector.
Impressive Year-to-Date Performance
The fund has shown strong year-to-date gains, indicating solid momentum in its holdings.
Negative Factors
High Concentration in Technology
Over 54% of the portfolio is concentrated in technology, making the fund vulnerable to sector-specific downturns.
Limited Geographic Diversification
Nearly all holdings are U.S.-based, reducing exposure to international markets and global growth opportunities.
Moderately High Expense Ratio
The ETF’s expense ratio is higher than some competitors, which could eat into long-term returns.
SGRT vs. SPDR S&P 500 ETF (SPY)
AUM21.18M
RegionNorth America
Expense Ratio0.59%
Beta1.94
IssuerSmart
Inception DateAug 20, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,578
30 Day Avg. Volume31,616
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
26.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SGRT Summary
The SMART Earnings Growth 30 ETF (SGRT) is an investment fund that focuses on 30 large U.S. companies with strong earnings growth potential. It includes well-known names like Advanced Micro Devices (AMD) and Palantir Technologies (PLTR), and it is heavily invested in the technology sector. This ETF is designed for investors looking to grow their money over time by targeting companies with above-average growth. However, because it is concentrated in growth-focused sectors like technology, its value can fluctuate significantly with market conditions, especially during downturns in tech stocks.
How much will it cost me?The SMART Earnings Growth 30 ETF (SGRT) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning a team of experts selects and manages the investments rather than tracking a passive index.
What would affect this ETF?The SMART Earnings Growth 30 ETF (SGRT) could benefit from continued innovation and strong performance in the technology sector, which makes up over half of its portfolio, as well as consumer demand for products and services from its top holdings like AMD and Palantir. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, especially in sectors like technology and consumer cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes or geopolitical tensions affecting U.S.-based companies could also pose risks to the ETF's performance.
SGRT Top 10 Holdings
The SMART Earnings Growth 30 ETF (SGRT) leans heavily into technology, with over half its portfolio in the sector, making names like AMD and Micron key drivers of performance. AMD has been rising steadily thanks to robust earnings growth, while Micron’s strategic investments in advanced technologies have bolstered its outlook. However, AppLovin has been lagging recently, tempering the fund’s momentum. Consumer cyclical stocks like DoorDash add diversity but show mixed results. With its U.S.-focused portfolio, SGRT is a tech-heavy bet on growth, though valuation risks may warrant caution.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Palantir Technologies | 11.28% | $2.31M | $417.22B | 204.73% | 74 Outperform | |
| Micron | 10.66% | $2.18M | $267.52B | 112.62% | 73 Outperform | |
| AppLovin | 9.87% | $2.02M | $209.99B | 113.76% | 78 Outperform | |
| Advanced Micro Devices | 8.96% | $1.84M | $386.99B | 57.85% | 80 Outperform | |
| Ubiquiti Networks | 8.62% | $1.77M | $45.95B | 95.64% | 58 Neutral | |
| Charles Schwab | 7.17% | $1.47M | $170.99B | 28.88% | 70 Outperform | |
| Amphenol | 6.26% | $1.28M | $169.05B | 88.29% | 77 Outperform | |
| DoorDash | 6.16% | $1.26M | $83.93B | 19.20% | 65 Neutral | |
| Capital One Financial | 5.69% | $1.17M | $137.88B | 17.61% | 69 Neutral | |
| Broadcom | 5.08% | $1.04M | $1.68T | 90.28% | 76 Outperform |
SGRT Technical Analysis
Negative
―
Price Trends
23.67
Positive
Market Momentum
0.48
Positive
47.66
Neutral
25.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SGRT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.18, equal to the 50-day MA of 23.67, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.48 indicates Positive momentum. The RSI at 47.66 is Neutral, neither overbought nor oversold. The STOCH value of 25.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SGRT.
SGRT Peer Comparison
Comparison Results
Performance Comparison
SGRT
SMART Earnings Growth 30 ETF
24.49
4.44
22.14%
LCLG
Logan Capital Broad Innovative Growth ETF
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MMLG
First Trust Multi-Manager Large Growth ETF
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PGRO
Putnam Focused Large Cap Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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IWFG
IQ Winslow Focused Large Cap Growth ETF
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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.
Disclaimer
This 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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