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
301
$21K 0.02%
+365
302
$21K 0.02%
+2,122
303
$21K 0.02%
+730
304
$21K 0.02%
+240
305
$20K 0.02%
+9
306
$20K 0.02%
+77
307
$20K 0.02%
+239
308
$20K 0.02%
+1,207
309
$20K 0.02%
+383
310
$20K 0.02%
+1,413
311
$20K 0.02%
+598
312
$19K 0.02%
+1,172
313
$19K 0.02%
+229
314
$19K 0.02%
+3,200
315
$19K 0.02%
+540
316
$19K 0.02%
+500
317
$19K 0.02%
+129
318
$19K 0.02%
+686
319
$19K 0.02%
+2,400
320
$18K 0.02%
+593
321
$18K 0.02%
+702
322
$18K 0.02%
+112
323
$18K 0.02%
+95
324
$18K 0.02%
+190
325
$18K 0.02%
+75
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