SGI Dynamic Tactical ETF (DYTA): ETF
ETF traded on XNAS under symbol DYTA. Quoted in usd.
SGI Dynamic Tactical ETF
+0.00%$30.34
XNAS:DYTAEquity
AUM $106.82M·YTD --·Yield --
XNAS:DYTA$30.34+0.00%AUM $106.82MAbout DYTA
The SGI Dynamic Tactical ETF is an actively managed fund that builds its portfolio by investing in other exchange-traded funds (ETFs) and open-end mutual funds. This strategy allows the fund to dynamically allocate its capital across a wide range of equity asset classes and industry sectors. Its investments can span stocks from U.S., developed international, and emerging markets, encompassing companies of any market capitalization.
Largest holdings
- SGLC SGI US Large Cap Core Equity ETF32.38%
- AGG iShares Core U.S. Aggregate Bond ETF11.90%
- SCHZ Schwab U.S. Aggregate Bond ETF11.87%
- VOO Vanguard S&P 500 ETF8.47%
- IVV iShares Core S&P 500 ETF8.23%
- VXUS Vanguard Total International Stock ETF5.30%
- VGT Vanguard Information Technology ETF5.06%
- MTUM iShares MSCI USA Momentum Factor ETF4.88%
- VGUS Vanguard Ultra-Short Treasury ETF4.42%
- VUSB Vanguard Ultra Short Bond ETF4.31%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
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Total Invested
$70,000
Final Portfolio
$104,502
Total Return
+$34,502
(+49.3%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$106.82M
NAV$30.30
Premium/Discount+0.13%
Expense Ratio1.32%
Market Cap--
Shares Outstanding--
Inception DateMar. 30, 2023
Fund Details
IssuerSummit Global Investments
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$26.96$32.26
Current: $30.34
Volume
Avg Volume9.47K
30d
8.67K
60d
8.92K
90d
9.04K
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