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
326
$17K 0.02%
+409
327
$17K 0.02%
+306
328
$17K 0.02%
+385
329
$17K 0.02%
+302
330
$17K 0.02%
+1,426
331
$17K 0.02%
+1,793
332
$17K 0.02%
+276
333
$17K 0.02%
+346
334
$16K 0.01%
+210
335
$16K 0.01%
+231
336
$16K 0.01%
+97
337
$16K 0.01%
+404
338
$16K 0.01%
+294
339
$16K 0.01%
+193
340
$16K 0.01%
+355
341
$16K 0.01%
+1,114
342
$15K 0.01%
+187
343
$15K 0.01%
+180
344
$15K 0.01%
+159
345
$15K 0.01%
+165
346
$15K 0.01%
+205
347
$15K 0.01%
+140
348
$15K 0.01%
+2,400
349
$15K 0.01%
+445
350
$15K 0.01%
+240