SGRW - ETF AI Analysis
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Harbor Active Small Cap Growth ETF (SGRW)
Rating:59Neutral
Price Target:―
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past month, suggesting positive recent momentum in its strategy.
Leading Holdings With Strong Gains
Several of the largest positions, such as Onto Innovation, Silicon Motion, Materion, and Carpenter Technology, have delivered strong year-to-date gains that support the fund’s overall results.
Focused Growth Exposure in Key Sectors
Heavy weights in technology, health care, and industrials give investors targeted exposure to sectors that often drive small-cap growth opportunities.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentration in U.S. Market
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. economy.
Mixed Performance Among Top Holdings
Some key positions, such as Porch Group and Casella Waste, have shown weak year-to-date performance, which can offset gains from stronger holdings.
SGRW vs. SPDR S&P 500 ETF (SPY)
AUM4.98M
RegionNorth America
Expense Ratio0.80%
Beta1.37
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. Volume2,027
30 Day Avg. Volume1,366
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
32.63Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering140
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 fast-growing smaller U.S. companies instead of tracking a fixed index. It looks for businesses early in their growth story, mainly in technology, healthcare, and industrials. Examples of holdings include Onto Innovation and Silicon Motion, which are involved in advanced tech and semiconductor-related products. An investor might consider SGRW for long-term growth potential and to add diversification beyond large, well-known stocks. However, because it owns smaller growth companies, its price can be more volatile and may go up and down more sharply than the overall 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 tech-heavy tilt that puts names like Silicon Motion and Onto Innovation in the driver’s seat as their rising share prices and upbeat earnings tone help power the fund. Porch Group and Materion are also pulling their weight, riding solid revenue momentum despite some valuation worries. On the softer side, Digital Turbine and SI-Bone look more mixed, with growth stories intact but profitability and cash flow issues acting like sand in the gears. Overall, this is a concentrated U.S. growth bet, especially in technology and related innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Porch Group | 3.56% | $177.47K | $1.50B | 1.48% | 57 Neutral | |
| Silicon Motion | 3.39% | $168.65K | $8.87B | 260.51% | 72 Outperform | |
| Casella Waste | 2.24% | $111.70K | $6.09B | -11.34% | 69 Neutral | |
| Magnite | 2.19% | $109.01K | $2.72B | -22.38% | 68 Neutral | |
| SI-Bone | 1.98% | $98.43K | $770.79M | 4.57% | 58 Neutral | |
| Gates Industrial | 1.97% | $98.26K | $6.76B | 7.69% | 65 Neutral | |
| Dave | 1.95% | $96.91K | $5.60B | 101.93% | 80 Outperform | |
| The Descartes Systems Group | 1.92% | $95.57K | $6.35B | -29.43% | 82 Outperform | |
| Guidewire | 1.92% | $95.45K | $12.49B | -32.37% | 63 Neutral | |
| indie Semiconductor | 1.73% | $86.31K | $869.04M | -18.16% | 49 Neutral |
SGRW Technical Analysis
Neutral
―
Price Trends
23.88
Positive
21.64
Positive
Market Momentum
0.37
Positive
48.60
Neutral
2.46
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SGRW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.47, equal to the 50-day MA of 23.88, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.37 indicates Positive momentum. The RSI at 48.60 is Neutral, neither overbought nor oversold. The STOCH value of 2.46 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SGRW.
SGRW Peer Comparison
Comparison Results
Performance Comparison
SGRW
Harbor Active Small Cap Growth ETF
24.76
4.47
22.03%
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: ―
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