- What are the top holdings of LDRX?
- SGI Enhanced Market Leaders ETF holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LDRX have?
- LDRX holds — positions as reported by the fund's most recent disclosure.
- What sectors does LDRX invest in?
- SGI Enhanced Market Leaders ETF (LDRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LDRX most exposed to?
- LDRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LDRX a US-only fund?
- The country allocation card on this page shows LDRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LDRX invest in?
- LDRX seeks total return in the large-cap equity space with a short-term options overlay. The fund targets companies considered market leaders or those exhibiting improving business fundamentals and favorable financial characteristics such as low earnings variability, attractive valuation ratios, and manageable leverage. The fund writes deep out-of-the-money call and put options, typically with 1-7 day expirations, on broad market indices like the S&P 500 to enhance income. The strategy aims to capture premium income from contracts that are likely to expire worthless, though it also limits upside participation and introduces downside risk in volatile markets. The fund may also hold ETFs, hold short-term US Treasuries as collateral, and lend securities for additional income. As a defensive measure, assets may fully shift to cash. Before May 5, 2025, LDRX was a mutual fund called Chestnut Street Exchange Fund before converting to an ETF structure, starting with $166.93 million in assets.
