SGRT

Smart$31.83+0.37 (+1.18%)
AUM $50.4MER 0.59%NAV $32.86Holdings

Price Chart

Key Statistics

Previous Close

$31.47

Day Range

$31.41$31.85

52-Week Range

$20.56$38.43

Avg Volume

44.8K

Dividend Yield

0.15%

Expense Ratio

0.59%

AUM

$50.4M

Shares Outstanding

197.3K

ETF Grades

?

Country Allocation

CountryWeight %
United States99.54%
Other0.46%

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 71.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1MUMicron Technology Inc10.34%6,166$6.0M
2LLYEli Lilly & Co10.13%4,729$5.9M
3DELLDell Technologies Inc9.85%13,156$5.7M
4WDCWestern Digital Corp9.77%12,099$5.7M
5ARWArrow Electronics Inc9.15%25,727$5.3M
6TERTeradyne Inc5.10%7,725$3.0M
7AMDAdvanced Micro Devices Inc4.56%5,637$2.6M
8VLOValero Energy Corp4.46%7,577$2.6M
9PWRQuanta Services Inc4.21%3,688$2.4M
10CORTCorcept Therapeutics Inc3.76%18,055$2.2M
11DDOGDatadog Inc3.54%8,843$2.1M
12RSReliance Inc2.97%4,539$1.7M
13NUENucor Corp2.95%7,131$1.7M
14AFLAflac Inc2.63%13,153$1.5M
15ADIAnalog Devices Inc2.26%3,540$1.3M

Detailed Returns

PeriodReturnETF
1D
+1.18%
1W
-3.28%
1M
-1.00%
3M
-12.94%
6M
+9.34%
YTD
+25.13%
1Y
+53.78%
3Y
+59.16%
5Y
+59.16%

Moving Averages

20-Day MA

$31.97

Below 20-Day MA
50-Day MA

$33.61

Below 50-Day MA
200-Day MA

$29.84

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$38.43

Current Price

$31.83

52-Week Low

$20.56

$20.56$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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