SP

SGI Peak Growth Fund | SGPKX

Mutual Fund
SGI Peak Growth Fund
Last update 2025-01-29 4 Stocks (0 new)
Value $11.00 Mil Turnover 1 %
Countries:
Top Holdings: GINX(38.33%)SGLC(33.37%)DYTA(25.78%)USDX(2.52%)
Summary Stock Picks Current Portfolio
SGI Peak Growth Fund Top Holdings of 2024-11-30 View Full List
Ticker
GINX
SGLC
DYTA
USDX
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GINX 		SGI Enhanced Global Income ETF
158,100
4,292.4
+1.61%
38.330
+0.61%
5.100
+2.21%
+7.45%
79.3
 
SGLC 		SGI U.S. Large Cap Core ETF
101,538
3,737.3
-1.04%
33.370
-0.35%
3.250
-4.24%
+0.06%
84.2
 
DYTA 		SGI Dynamic Tactical ETF
90,080
2,887.1
+1.09%
25.780
+0.28%
4.110
-3.15%
-0.29%
62.1
 
USDX 		SGI Enhanced Core ETF
10,750
282.5
0%
2.520
0%
0.140
+1.04%
+1.81%
472.3
 

SGI Peak Growth Fund 's Historical Top Holdings Breakdowns

SGI Peak Growth Fund 's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GINX 		SGI Enhanced Global Income ETF2024-11-30Add
+0.61%
●
25.73 ($26.71) 27.43
$27.34
2.36%
Add 1.61%
158,100
2,510
SGLC 		SGI U.S. Large Cap Core ETF2024-11-30Reduce
-0.35%
●
33.65 ($35.56) 37.69
$32.81
-7.74%
Reduce -1.04%
101,538
-1,072
DYTA 		SGI Dynamic Tactical ETF2024-11-30Add
+0.28%
●
29.39 ($30.94) 32.12
$27.66
-10.60%
Add 1.09%
90,080
970
GINX 		SGI Enhanced Global Income ETF2024-08-31Add
+1.68%
●
24.84 ($26.17) 27.06
$27.34
4.47%
Add 4.56%
155,590
6,790
SGLC 		SGI U.S. Large Cap Core ETF2024-08-31Add
+0.66%
●
32.39 ($34.55) 35.58
$32.81
-5.04%
Add 2.02%
102,610
2,030
USDX 		SGI Enhanced Core ETF2024-08-31Add
+0.10%
●
25.36 ($25.58) 25.81
$25.65
0.27%
Add 4.07%
10,750
420
GINX 		SGI Enhanced Global Income ETF2024-05-31New Buy
+38.05%
●
24.8 ($25.64) 26.46
$27.34
6.63%
New holding
148,800
148,800
SGLC 		SGI U.S. Large Cap Core ETF2024-05-31Add
+13.92%
●
31.71 ($32.93) 34.04
$32.81
-0.37%
Add 70.6%
100,580
41,625
IEFA 		iShares Core MSCI EAFE ETF2024-05-31Sold Out
-12.67%
●
70.77 ($73.54) 75.99
$81.08
10.25%
Sold Out
0
-9,760
IEMG 		iShares Core MSCI Emerging Markets ETF2024-05-31Sold Out
-10.43%
●
50.02 ($52.14) 54.95
$57.31
9.92%
Sold Out
0
-11,460

SGI Peak Growth Fund Total Holding History ($B)

To

SGI Peak Growth Fund 's Asset Allocation

To

SGI Peak Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SGI Peak Growth Fund 's Hypothetical Growth since 2024-11-30

SGI Peak Growth Fund 's Yearly Returns

Year Portfolio % % Excess Gain %

SGI Peak Growth Fund 's Holdings Heat Map

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SGI Peak Growth Fund 's Holdings Bubble Chart

SGI Peak Growth Fund News

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