SGRWHarbor Active Small Cap Growth ETF
Seeks long-term growth of capital.
Launched 2026
Annual Cost
—
Fund Size
—
Return (1Y)
N/A
Track Record
8 months
#5,087 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$12,237+22.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 22.2% of funddiversified
Silicon Motion Technology Corp
2.9%
Porch Group Inc
2.8%
indie Semiconductor Inc
2.5%
Materion Corp
2.3%
RBC Bearings Inc
2.1%
Casella Waste Systems Inc
2.0%
Gates Industrial Corp PLC
2.0%
Carpenter Technology Corp
2.0%
Onto Innovation Inc
1.8%
Texas Capital Bancshares Inc
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
- Actively manages a portfolio primarily invested in equity securities of U.S. small capitalization growth companies. The Subadvisor categorizes investments into Core Growth, Pioneers, and Special Situations to diversify and mitigate risk while targeting high earnings growth.
- Inception date
- January 15, 2026
Similar funds
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Data updated on 2026-09-18