SMART Mid Cap ETFSMART Mid Cap ETFSMART Mid Cap ETF

SMART Mid Cap ETF

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No trades

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Key stats


Assets under management (AUM)
‪10.30 M‬USD
Fund flows (1Y)
‪6.29 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
−0.03%
Shares outstanding
‪380.00 K‬
Expense ratio
0.79%

Fund info


Issuer
TFG Parent Holdings LLC
Brand
Smart
Inception date
May 11, 2026
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Tidal Investments LLC
Distributor
Foreside Fund Services LLC
ISIN
US88634W7020
CUSIP
88634W702
FIGI
BBG0222SW8N1
Identifiers
ISIN US88634W7020
CFI code
CEOJES
SMCP aims for long-term capital appreciation by investing in mid-cap US companies. The actively managed ETF considers US-domiciled companies listed on US exchanges, typically with market capitalizations between $2 billion and $10 billion, representing a universe of approximately 1,200 securities. The selection process employs a multi-step quantitative approach using third-party stock evaluation tools. From qualified stocks in the investment universe, the fund identifies the top 20% based on an evaluation of stock price momentum over the most recent six-month period. It retains the top 25% of companies meeting liquidity requirements. It then applies third-party software to eliminate about 10% of the remaining securities. This process results in a portfolio of 25 to 40 securities deemed to have strong revenue expansion, supported by improving earnings trends and sustained price momentum.

Classification


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Non-Energy Minerals
Finance
Transportation
Health Technology
Breakdown by region
18%55%20%4%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Frequently asked questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SMCP trades at 27.26 USD today, its price has risen 0.56% in the past 24 hours. Track more dynamics on SMCP price chart.
SMCP net asset value is 27.27 today — it's risen 5.13% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SMCP assets under management is ‪10.30 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SMCP fund flows account for ‪6.29 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SMCP invests in stocks. See more details in our Profile section.
SMCP expense ratio is 0.79%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SMCP isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, SMCP doesn't pay dividends to its holders.
SMCP trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SMCP shares are issued by TFG Parent Holdings LLC
SMCP follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on May 11, 2026.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.