SGI Peak Growth Fund (SGPKX) - Large Blend fund with $22.78 Million in assets. The fund allocates 143.15% 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 28.77% of total assets. This is followed by SGI Small Cap Core Fund (12.18%) and SGI Enhanced Global Income ETF (15.47%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SGI US Large Cap Equity Fund | 28.77% | - | - |
| SGI Small Cap Core Fund | 12.18% | - | - |
| SGI Enhanced Global Income ETF | 15.47% | - | - |
| SGI Global Equity Fund | 14.04% | - | - |
| SGI US Large Cap Core Equity ETF | 19.91% | - | - |
| SGI Diversified Tactical Fund/The | 9.78% | - | - |
| U.S. Bank Money Market Deposit Account | 0.91% | - | - |
| SGI Enhanced Core ETF | 9.62% | - | - |
| SGI Enhanced Nasdaq-100 ETF | 18.99% | - | - |
| Vanguard Growth ETF | 13.48% | - | - |
| iShares SP 500 Value ETF | 5.17% | - | - |
| Schwab US Dividend Equity ETF | 5.14% | - | - |
| SPDR Portfolio Developed World ex-US ETF | 18.89% | - | - |
| SPDR Portfolio Emerging Markets ETF | 9.74% | - | - |