SGRW - ETF AI Analysis
Top Page
Harbor Active Small Cap Growth ETF (SGRW)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Leading Holdings with Strong Momentum
Several of the top positions, such as Silicon Motion and Porch Group, have shown strong performance, helping drive the fund’s overall returns.
Growth-Focused Sector Mix
Heavy exposure to technology and health care gives investors access to sectors with strong growth potential.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go to costs instead of staying in investors’ pockets.
Recent Short-Term Weakness
The ETF has experienced weak performance over the past month, which may signal higher short-term volatility.
Concentration in U.S. Small-Cap Growth Stocks
With almost all assets in U.S. companies and several top holdings showing lagging performance, investors face both country-specific and small-cap growth risk.
SGRW vs. SPDR S&P 500 ETF (SPY)
AUM27.95M
RegionNorth America
Expense Ratio0.80%
Beta1.52
IssuerHarbor
Inception DateJan 14, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,200
30 Day Avg. Volume16,075
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
35.05Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering131
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SGRW Summary
Harbor Active Small Cap Growth ETF (SGRW) is an actively managed fund that focuses on smaller U.S. companies with strong growth potential, rather than tracking a fixed index. It leans toward fast-growing areas like technology and healthcare, with holdings such as Silicon Motion and Guidewire. Investors might consider SGRW if they want exposure to up‑and‑coming businesses that could grow faster than large, well-known companies and add diversification to a broader stock portfolio. However, because it invests in small, growth-focused companies, the ETF’s price can be more volatile and may go up and down sharply with changes in the market.
How much will it cost me?This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with professionals picking small‑cap growth stocks rather than just tracking an index.
What would affect this ETF?This ETF could benefit if the U.S. economy stays healthy, interest rates stabilize or fall, and demand grows for technology, healthcare, and industrial companies, which make up much of its portfolio of smaller, fast-growing businesses. On the other hand, it could be hurt by a U.S. slowdown or recession, rising interest rates that make investors avoid riskier small companies, or new regulations and market shocks that weigh on growth-focused sectors and individual holdings.
SGRW Top 10 Holdings
SGRW is leaning hard into U.S. small-cap growth, with a clear tilt toward tech and healthcare names that can move quickly in either direction. Porch Group and Dave have been rising stars, giving the fund a nice tailwind, while Silicon Motion and Digital Turbine are more of a mixed bag—strong long-term stories but lately losing a bit of steam. Repligen and SI-Bone add steady, if sometimes pricey, healthcare exposure. Overall, performance is being driven by a handful of high-conviction growers, making the fund more concentrated and volatile than a broad small-cap index.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Silicon Motion | 4.06% | $1.13M | $9.37B | 196.48% | 72 Outperform | |
| Porch Group | 3.72% | $1.04M | $1.88B | -1.23% | 57 Neutral | |
| Magnite | 2.42% | $676.05K | $3.44B | 5.03% | 68 Neutral | |
| Digital Turbine | 2.13% | $595.10K | $1.34B | 88.89% | 50 Neutral | |
| Repligen | 2.05% | $573.40K | $10.70B | 56.41% | 68 Neutral | |
| Casella Waste | 1.85% | $515.89K | $5.23B | -10.30% | 69 Neutral | |
| SI-Bone | 1.80% | $501.97K | $833.18M | 32.39% | 58 Neutral | |
| Gates Industrial | 1.79% | $499.49K | $6.80B | 7.50% | 65 Neutral | |
| The Descartes Systems Group | 1.77% | $493.83K | $6.70B | -17.28% | 82 Outperform | |
| JFrog | 1.72% | $480.95K | $11.00B | 79.49% | 73 Outperform |
SGRW Technical Analysis
Negative
―
Price Trends
25.43
Negative
24.70
Positive
Market Momentum
-0.22
Negative
45.42
Neutral
38.83
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SGRW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 24.99, equal to the 50-day MA of 25.43, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.22 indicates Negative momentum. The RSI at 45.42 is Neutral, neither overbought nor oversold. The STOCH value of 38.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SGRW.
SGRW Peer Comparison
Comparison Results
Performance Comparison
SGRW
Harbor Active Small Cap Growth ETF
24.88
4.59
22.62%
TMFS
Motley Fool Small-Cap Growth ETF
―
―
―
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
―
―
―
ACSG
American Century Small Cap Growth Insights ETF
―
―
―
SAWS
AAM Sawgrass US Small Cap Quality Growth ETF
―
―
―
FSEG
Fidelity Enhanced Small Cap Growth 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: ―
Table of Contents