SGRT

Smart$32.88-1.23 (-3.61%)
AUM $50.4MER 0.59%NAV $34.13Holdings

Price Chart

Key Statistics

Previous Close

$34.11

Day Range

$32.82$33.94

52-Week Range

$20.00$38.43

Avg Volume

37.9K

Dividend Yield

0.15%

Expense Ratio

0.59%

AUM

$50.4M

Shares Outstanding

197.3K

ETF Grades

?

Country Allocation

CountryWeight %
United States99.81%
Other0.19%

Fund Information

Issuer
Smart
Inception Date
Aug 20, 2025
Exchange
NYSE_ARCA
Description
The fund is an actively-managed exchange-traded fund (“ETF”) that invests in equity securities of U.S. domiciled, large-cap companies (typically companies with a market capitalization of $10 billion or more) whose shares are listed on U.S. exchanges. The fund is non-diversified.

The SMART Earnings Growth 30 ETF (SGRT) is an exchange-traded fund issued by Smart that launched on Aug 20, 2025. It currently manages $50.4M in assets under management. The fund charges an expense ratio of 0.59%.

Top 10 holdings represent 66.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1VRTVertiv Holdings Co12.25%23,040$7.0M
2WDCWestern Digital Corp10.85%11,117$6.2M
3MUMicron Technology Inc6.96%4,018$4.0M
4ARWArrow Electronics Inc6.24%16,601$3.6M
5WELLWelltower Inc5.75%13,307$3.3M
6DELLDell Technologies Inc5.27%6,866$3.0M
7BTSGBrightSpring Health Services Inc5.14%42,063$2.9M
8SCCOSouthern Copper Corp5.09%15,985$2.9M
9LITELumentum Holdings Inc4.96%3,406$2.8M
10CIENCiena Corp4.31%6,051$2.5M
11SNEXStoneX Group Inc3.73%28,534$2.1M
12DDOGDatadog Inc3.58%8,378$2.0M
13AMDAdvanced Micro Devices Inc3.50%3,705$2.0M
14MODModine Manufacturing Co3.36%7,702$1.9M
15AEISAdvanced Energy Industries Inc3.04%5,516$1.7M

Detailed Returns

PeriodReturnETF
1D
-3.61%
1W
+3.15%
1M
-9.65%
3M
+6.72%
6M
+21.60%
YTD
+29.40%
1Y
+64.59%
3Y
+64.59%
5Y
+64.59%

Moving Averages

20-Day MA

$34.09

Below 20-Day MA
50-Day MA

$35.23

Below 50-Day MA
200-Day MA

$28.99

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$38.43

Current Price

$32.88

52-Week Low

$20.00

$20.00$38.43

Current Yield

0.15%

Annual Dividend

$0.0799

Frequency

Annualx/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.0400Dec 24, 2025
Dec 23, 2025$0.0399Dec 24, 2025

Dividend Payments Over Time

Category Comparison

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