SGRWHarbor Active Small Cap Growth ETF

Grow my moneyRanked #2,949 of 2,969 in this goal

Seeks long-term growth of capital.

Annual Cost

—

#5,573 of 5,573 · expensive

Fund Size

—

#5,573 of 5,573 · small

Return (1Y)Goal

N/A

Track Record

—

#5,573 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,949+19.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 21.9% of fund✓ well diversified

Casella Waste Systems Inc

2.5%

Modine Manufacturing Co

2.5%

RBC Bearings Inc

2.3%

FTAI Aviation Ltd

2.3%

Porch Group Inc

2.2%

Carpenter Technology Corp

2.2%

Digital Turbine Inc

2.2%

Gates Industrial Corp PLC

1.9%

indie Semiconductor Inc

1.9%

Magnite Inc

1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-16.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in U.S. small-cap growth equities, focusing on companies with potential for above-average revenue and earnings growth. Employs a fundamental, bottom-up approach, categorizing holdings into Core Growth, Pioneers, and Special Situations to diversify and mitigate risk.