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
276
$26K 0.02%
+395
277
$25K 0.02%
+1,555
278
$25K 0.02%
+1,130
279
$25K 0.02%
+494
280
$25K 0.02%
+236
281
$25K 0.02%
+542
282
$24K 0.02%
+264
283
$24K 0.02%
+200
284
$24K 0.02%
+156
285
$24K 0.02%
+898
286
$23K 0.02%
+190
287
$23K 0.02%
+213
288
$23K 0.02%
+137
289
$23K 0.02%
+1,090
290
$23K 0.02%
+154
291
$23K 0.02%
+205
292
$23K 0.02%
+429
293
$22K 0.02%
+4,000
294
$22K 0.02%
+368
295
$22K 0.02%
+1,897
296
$22K 0.02%
+1,500
297
$21K 0.02%
+235
298
$21K 0.02%
+564
299
$21K 0.02%
+179
300
$21K 0.02%
+710
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