SGRTSMART Earnings Growth 30 ETF

Grow my moneyNewRanked #933 of 2,960 in this goal

Seeks long-term capital appreciation.

By SmartWay ETFs · Launched 2025

Annual Cost

0.01%

#80 of 5,562 · low cost

Fund Size

$58M

#3,427 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

10 months

#4,690 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$18,372+83.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 69.6% of fundconcentrated

Eli Lilly & Co

11.6%

Micron Technology Inc

10.3%

AppLovin Corp

9.8%

Palantir Technologies Inc

8.9%

Capital One Financial Corp

7.1%

Amphenol Corp

4.8%

Broadcom Inc

4.8%

Lumentum Holdings Inc

4.5%

Corning Inc

4.0%

Comfort Systems USA Inc

3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-17.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Actively invests in U.S. large-cap equity securities with potential for above-market earnings growth. Targets a portfolio of 30 stocks selected from the largest U.S.-listed companies, using a proprietary ranking process based on sales and earnings growth.
Inception date: August 19, 2025
Fund family: SmartWay ETFs