SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $401M
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.3M
3
+$7.65M
4
AAPL icon
Apple
AAPL
+$4.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.35%
2 Communication Services 4.63%
3 Financials 4.45%
4 Consumer Discretionary 4.3%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.03%
+799
227
$39K 0.03%
+575
228
$38K 0.03%
+958
229
$38K 0.03%
+544
230
$37K 0.03%
+2,291
231
$37K 0.03%
+1,121
232
$37K 0.03%
+636
233
$36K 0.03%
+928
234
$36K 0.03%
+2,160
235
$36K 0.03%
+225
236
$36K 0.03%
+209
237
$35K 0.03%
+1,740
238
$35K 0.03%
+93
239
$34K 0.03%
+226
240
$34K 0.03%
+192
241
$34K 0.03%
+440
242
$34K 0.03%
+1,497
243
$34K 0.03%
+731
244
$34K 0.03%
+1,152
245
$33K 0.03%
+441
246
$33K 0.03%
+4,500
247
$33K 0.03%
+213
248
$33K 0.03%
+154
249
$33K 0.03%
+964
250
$32K 0.03%
+846
8 9
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