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SGI Dynamic Tactical ETF (DYTA)



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Upturn Advisory Summary
08/14/2025: DYTA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.23% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.81 - 29.23 | Updated Date 06/30/2025 |
52 Weeks Range 25.81 - 29.23 | Updated Date 06/30/2025 |
Upturn AI SWOT
SGI Dynamic Tactical ETF
ETF Overview
Overview
The SGI Dynamic Tactical ETF is an actively managed ETF designed to provide capital appreciation while managing downside risk. It uses a dynamic asset allocation strategy based on market trends and economic indicators.
Reputation and Reliability
Due to the limited information available on this fund, a comprehensive assessment of the issuer's reputation and reliability is not possible.
Management Expertise
Due to the limited information available on this fund, assessment of the management team's expertise is limited.
Investment Objective
Goal
To provide capital appreciation while managing downside risk through dynamic asset allocation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy that dynamically adjusts its asset allocation based on market conditions and economic forecasts.
Composition The ETF's holdings are dynamically allocated among various asset classes, potentially including stocks, bonds, and other securities, based on the fund's tactical strategy.
Market Position
Market Share: Due to limited public data, the ETF's specific market share is currently unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
Competitive Landscape
The ETF market for tactical asset allocation is competitive. The SGI Dynamic Tactical ETF would need to differentiate itself through superior performance or a unique strategy to gain traction. Its competitors, such as the iShares target allocation ETFs, offer a diversified mix of stocks and bonds with varying risk profiles.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Average trading volume data is currently unavailable for this ETF.
Bid-Ask Spread
Bid-ask spread data is currently unavailable for this ETF.
Market Dynamics
Market Environment Factors
Economic indicators, market volatility, and interest rate changes can all significantly impact the ETF's performance, as its tactical allocation strategy relies on anticipating and reacting to these factors.
Growth Trajectory
Information on the ETF's specific growth trends, past strategy changes, and historical holdings are not readily available in public sources.
Moat and Competitive Advantages
Competitive Edge
Without detailed information on its unique investment strategies, management, or niche market focus, it is challenging to determine SGI Dynamic Tactical ETF's competitive advantages. Actively managed ETFs rely on superior investment insights and timely adjustments to portfolio allocations. Key differentiators include lower expense ratios, higher returns, or a more effective risk management approach. A successful fund must demonstrate consistent outperformance relative to its benchmark.
Risk Analysis
Volatility
Volatility data is unavailable.
Market Risk
The ETF is subject to market risk based on its allocations to stocks, bonds, or other assets, and fluctuations in these markets will directly impact the fund's value.
Investor Profile
Ideal Investor Profile
The ideal investor would be an individual seeking capital appreciation with a willingness to accept moderate risk and who understands tactical asset allocation strategies.
Market Risk
The ETF may be suitable for long-term investors or active traders, depending on its specific investment approach and risk profile.
Summary
The SGI Dynamic Tactical ETF aims to deliver capital appreciation through active asset allocation. Its success depends on effective management and timely portfolio adjustments. Due to limited publicly available data, a thorough assessment of its performance, risk, and competitive position is challenging. Investors should conduct further research and analysis before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. The user is responsible for verifying the accuracy and completeness of the information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SGI Dynamic Tactical ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively-managed ETF and invests in securities of affiliated and unaffiliated ETFs and open-end mutual funds. The fund may allocate among major equity asset classes and sectors, within the underlying funds, of the U.S., foreign and emerging markets equity of any capitalization.

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