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SGRT - ETF AI Analysis

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SGRT

SMART Earnings Growth 30 ETF (SGRT)

Rating:72Outperform
Price Target:
SGRT, the SMART Earnings Growth 30 ETF, has a solid overall rating driven mainly by strong, growth-focused holdings like Micron, Vertiv, Western Digital, and Keysight, which benefit from robust earnings, AI-related demand, and positive outlooks. However, some positions such as Lumentum, Ubiquiti, and Annaly Capital face financial, valuation, or leverage concerns, and the fund’s emphasis on high-growth, often AI- and tech-related names means investors should be aware of sector concentration and valuation risk.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far, as well as over the last few months, indicating solid recent momentum.
Top Holdings Performing Well
Most of the largest positions, especially in technology-related companies, have delivered strong year-to-date gains that support the fund’s overall returns.
Focused Growth Strategy
The portfolio targets a concentrated group of earnings-growth companies, which can help amplify returns when this style is in favor.
Negative Factors
High Sector Concentration in Technology
With a large majority of assets in technology stocks, the fund is heavily exposed to swings in a single sector.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, so the ETF offers little protection if the U.S. market faces a downturn.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.

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

SGRT Summary

The SMART Earnings Growth 30 ETF (SGRT) is an actively managed fund that focuses on 30 large U.S. companies with strong earnings growth potential, rather than tracking a fixed index. It is heavily invested in technology and related industries, with well-known names like Micron and Western Digital among its top holdings. Someone might consider SGRT if they want targeted exposure to fast-growing U.S. companies and are seeking higher long-term growth than the overall market. However, this ETF is very concentrated in tech and growth stocks, so its price can swing sharply up or down.
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

SGRT is riding a powerful tech wave, with chip and hardware names like Micron, Western Digital, and Teradyne doing much of the heavy lifting as AI and data-center demand push them higher. Corning and Vertiv are also rising, acting like the picks-and-shovels suppliers to this digital gold rush. Lumentum and Ciena add more telecom and optical flavor, generally trending upward but with some bumps tied to valuation and cost pressures. Annaly Capital, one of the few non-tech holdings, has been more mixed, slightly dragging on an otherwise tech-heavy, U.S.-focused growth story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Corning12.28%$4.41M$151.09B280.98%
74
Outperform
Lumentum Holdings11.52%$4.14M$62.95B1330.89%
61
Neutral
Micron10.44%$3.75M$560.17B567.72%
79
Outperform
Vertiv Holdings8.49%$3.05M$124.24B274.26%
77
Outperform
Western Digital6.46%$2.32M$136.97B879.54%
77
Outperform
Ciena5.68%$2.04M$73.64B661.64%
70
Outperform
Teradyne4.83%$1.73M$65.45B423.23%
71
Outperform
Ubiquiti Networks4.70%$1.69M$62.54B216.32%
60
Neutral
Keysight Technologies4.45%$1.60M$59.50B136.65%
77
Outperform
Annaly Capital3.17%$1.14M$16.34B17.19%
63
Neutral

SGRT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.07
Positive
100DMA
27.62
Positive
200DMA
Market Momentum
MACD
1.03
Negative
RSI
65.38
Neutral
STOCH
60.54
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SGRT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.12, equal to the 50-day MA of 29.07, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 1.03 indicates Negative momentum. The RSI at 65.38 is Neutral, neither overbought nor oversold. The STOCH value of 60.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SGRT.

SGRT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$37.32M0.59%
72
Outperform
$88.75M0.85%
70
Outperform
$79.60M0.36%
75
Outperform
$78.22M0.39%
71
Outperform
$58.08M0.46%
72
Outperform
$49.63M0.85%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SGRT
SMART Earnings Growth 30 ETF
32.76
12.74
63.64%
MMLG
First Trust Multi-Manager Large Growth ETF
PRXG
Praxis Impact Large Cap Growth ETF
CGGG
Capital Group U.S. Large Growth ETF
IWFG
IQ Winslow Focused Large Cap Growth ETF
EASY
Liberty One Defensive Dividend 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: ―
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