SGI Prudent Growth (SGPGX) is a Allocation--50% to 70% Equity fund with $23.55 Million in assets. The fund allocates 102.72% of its portfolio to its top 10 holdings.
The largest holding in the fund is SGI US Large Cap Equity Fund at 28.97% of total assets. This is followed by iShares Core U.S. Aggregate Bond ETF (11.26%) and SGI Enhanced Core ETF (14.52%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SGI US Large Cap Equity Fund | 28.97% | - | - |
| iShares Core U.S. Aggregate Bond ETF | 11.26% | - | - |
| SGI Enhanced Core ETF | 14.52% | - | - |
| SGI US Large Cap Core Equity ETF | 4.01% | - | - |
| SGI Global Equity Fund | 10.71% | - | - |
| SGI Enhanced Global Income ETF | 10.01% | - | - |
| SGI Small Cap Core Fund | 8.33% | - | - |
| iShares iBoxx $ High Yield Corporate Bond ETF | 5.02% | - | - |
| SGI Diversified Tactical Fund/The | 4.93% | - | - |
| iShares 20+ Year Treasury Bond ETF | 4.96% | - | - |
| SPDR Blackstone Senior Loan ETF | 1.86% | - | - |
| iShares 7-10 Year Treasury Bond ETF | 1.54% | - | - |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 1.46% | - | - |