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SGI

Summit Global Investments Portfolio holdings

AUM $1.69B
1-Year Est. Return 12.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$50.1M
3 +$27.6M
4
DYTA icon
SGI Dynamic Tactical ETF
DYTA
+$25.2M
5
QXQ
SGI Enhanced Nasdaq-100 ETF
QXQ
+$19.2M

Sector Composition

1 Technology 9.18%
2 Financials 5.18%
3 Healthcare 4.93%
4 Consumer Staples 3.44%
5 Consumer Discretionary 3.16%