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- Upturn Summary
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Upturn AI Summary
SMART Earnings Growth 30 ETF(SGRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SGRT
11/06/2026: SGRT (1-star) is currently NOT-A-BUY. Pass it for now.
SGRT is an actively managed ETF providing concentrated exposure to approximately 30 U.S. large-cap companies selected for superior earnings growth. It achieves this by filtering a large pool of equities to target high-conviction holdings, differentiating itself from broad, passive growth indices. The fund's main strengths include its potential for outperformance through active selection and a clear growth mandate, though it carries risks related to high concentration and lower liquidity. It is most appropriate for growth-seeking investors who can tolerate volatility and are looking for a concentrated equity strategy to complement a broader core portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets large-cap companies with above-market earnings growth profiles. |
| Momentum investor | Strong fit while signal remains positive | The fund's reliance on earnings growth momentum makes it suitable for investors when growth trends are accelerating. |
| Value investor | Weak fit | The fund prioritizes growth metrics, often resulting in higher P/E ratios and less emphasis on valuation. |
| Dividend/Income investor | Weak fit | The portfolio focus is on capital appreciation rather than dividend yield or income generation. |
| Low-risk investor | Weak fit | Its concentrated portfolio of 30 stocks creates higher volatility than diversified market indices. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking alpha through concentrated exposure rather than passive index returns.
Suitability
Best suited for long-term growth investors willing to accept higher volatility and lower liquidity in exchange for the potential for active selection outperformance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Concentrated portfolios of 30 stocks are subject to significant price swings. |
| Market risk | Medium / high | The fund is fully exposed to equity market downturns affecting large-cap growth stocks. |
| Concentration | High | Holding only 30 securities increases firm-specific risk if major holdings underperform. |
| Tracking/expense | Medium | The 0.59% expense ratio is higher than passive alternatives, requiring consistent alpha to justify costs. |
| Liquidity | Medium | Lower average daily volume compared to major ETFs can result in wider bid-ask spreads during market stress. |
| Business/sector quality | Medium | Performance relies heavily on the success of the manager's active selection process. |
Risk Analysis
Volatility
SGRT exhibits higher historical volatility typical of concentrated growth-tilted portfolios.
Market Risk
The fund is susceptible to systematic market risks that impact the U.S. large-cap growth sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equity | 98 | The portfolio consists of roughly 30 concentrated large-cap U.S. stocks selected for high earnings growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage liquidity and operational requirements. |
Analysis of Past Performance
Type ETF | Historic Profit -5.24% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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