SGI Dynamic Tactical ETF Holdings
DYTA was created on 2023-03-30 by Summit Global Investments. The fund's investment portfolio concentrates primarily on total market equity. DYTA is an active fund-of-funds, a non-transparent ETF that seeks capital appreciation by investing in global equity securities while attempting to reduce risk by tactically changing exposure to other asset classes. The fund utilizes the Blue Tractor non-transparent model.
Last Updated: 6 days, 6 hours ago
Last reported holdings - SGI Dynamic Tactical ETF
| Ticker | Name | Est. Value |
|---|---|---|
|
SGLC
|
SGI U.S. Large Cap Core ETF | $17.8 million |
|
AGG
|
iShares Core US Aggregate Bond ETF | $13.3 million |
|
USDX
|
SGI Enhanced Core ETF | $12.7 million |
|
USMV
|
iShares MSCI USA Min Vol Factor ETF | $6.7 million |
|
SCHD
|
Schwab US Dividend Equity ETF™ | $6.4 million |
|
QXQ
|
SGI Enhanced Nasdaq-100 ETF | $2.9 million |
|
USFR
|
WisdomTree Floating Rate Treasury ETF | $2.5 million |
|
None
|
U.S. Bank Money Market Deposit Account | $502697 |
Recent Changes - SGI Dynamic Tactical ETF
| Date | Ticker | Name | Change (Shares) |
|---|