SGI Enhanced Market Leaders ETF LDRX

Medalist Rating as of | See Summit Global Investment Hub

Morningstar’s Analysis LDRX

Will LDRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SGI Enhanced Market Leaders ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings LDRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings53.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.8127M
Technology

NVIDIA Corp

8.7722M
Technology

Microsoft Corp

8.3721M
Technology

Alphabet Inc Class A

6.7117M
Communication Services

Amazon.com Inc

5.8014M
Consumer Cyclical

Broadcom Inc

3.449M
Technology

Meta Platforms Inc Class A

3.017M
Communication Services

Eli Lilly and Co

2.366M
Healthcare

Berkshire Hathaway Inc Class B

2.256M
Financial Services

Tesla Inc

2.226M
Consumer Cyclical

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