Tactical Allocation · NASDAQ · USD · Data as of 2026-05-16
AUM
$95.58M
Expense ratio
1.32%
Yield
1.59%
YTD return
+3.28%
Last price
$30.70
Active · Coverage 50% · low
Today
45.4
Outlook
38.7
Block A (composite-derived)
25.3
Block C (market behavior)
48.5
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
25.3
Coverage 50% · low
Liquidity
—
Expenses
25.0
Performance
—
Volatility
35.2
Dividend
36.2
Concentration
0.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
SGI Dynamic Tactical ETF (DYTA) is an exchange-traded fund from Summit Global Investments in the Mixed asset class. Launched in 2023. Assets under management: 95,578,904.
Bullish Whales composite rating: 25 out of 100. Evidence coverage 50% across 4 of 8 axes. Strongest axes: dividend, volatility, expenses.
Annualized one-year realized volatility 10%, classified low. Weakest axes: concentration, expenses.
Top-10 weight 1%, diversified, led by SGLC. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe SGI Dynamic Tactical ETF is an exchange-traded fund that aims to provide investors with a strategic asset allocation vehicle geared toward dynamic investment approaches. Its primary purpose is to capitalize on market trends by adjusting its holdings to reflect the current economic environment and tactical opportunities. This ETF predominantly focuses on a diversified mix of asset classes, including equities, fixed income, and potentially alternative investments. This flexibility allows it to navigate different market conditions with the intent of maximizing returns while managing risk. Notably, the SGI Dynamic Tactical ETF serves as a useful tool for investors seeking a dynamic strategy within their portfolio without the need to constantly monitor and juggle individual assets. This fund stands out by offering automated tactical asset allocation, thus appealing to investors who prefer a more hands-off approach to investing while still aiming for active management benefits. In the broader market, it plays a significant role in offering an adaptable and efficient investment method that responds to macroeconomic shifts, providing a comprehensive solution suitable for a variety of economic cycles and market landscapes.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $95,578,904. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for DYTA are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.