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
251
$32K 0.03%
+429
252
$31K 0.03%
+867
253
$30K 0.03%
+100
254
$30K 0.03%
+485
255
$30K 0.03%
+187
256
$30K 0.03%
+1,521
257
$30K 0.03%
+2,034
258
$30K 0.03%
+131
259
$30K 0.03%
+600
260
$29K 0.03%
+742
261
$29K 0.03%
+384
262
$29K 0.03%
+270
263
$28K 0.02%
+865
264
$28K 0.02%
+530
265
$28K 0.02%
+1,500
266
$28K 0.02%
+650
267
$28K 0.02%
+226
268
$28K 0.02%
+181
269
$28K 0.02%
+976
270
$27K 0.02%
+464
271
$27K 0.02%
+199
272
$26K 0.02%
+477
273
$26K 0.02%
+250
274
$26K 0.02%
+228
275
$26K 0.02%
+437
9 10
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