SGI Prudent Growth Fund (SGPGX) - Allocation--50% to 70% Equity fund with $23.55 Million in assets. The fund allocates 103.22% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is SGI US Large Cap Equity Fund at 29.19% of total assets. This is followed by iShares Core U.S. Aggregate Bond ETF (11.31%) and SGI Enhanced Core ETF (14.57%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SGI US Large Cap Equity Fund | 29.19% | - | - |
| iShares Core U.S. Aggregate Bond ETF | 11.31% | - | - |
| SGI Enhanced Core ETF | 14.57% | - | - |
| SGI US Large Cap Core Equity ETF | 4.01% | - | - |
| SGI Global Equity Fund | 10.95% | - | - |
| SGI Enhanced Global Income ETF | 10.08% | - | - |
| SGI Small Cap Core Fund | 8.12% | - | - |
| iShares iBoxx $ High Yield Corporate Bond ETF | 5.02% | - | - |
| SGI Diversified Tactical Fund/The | 5.01% | - | - |
| iShares 20+ Year Treasury Bond ETF | 4.96% | - | - |
| SPDR Blackstone Senior Loan ETF | 1.85% | - | - |
| iShares 7-10 Year Treasury Bond ETF | 1.47% | - | - |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 1.46% | - | - |