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
351
$15K 0.01%
+325
352
$15K 0.01%
+940
353
$15K 0.01%
+330
354
$15K 0.01%
+517
355
$15K 0.01%
+74
356
$15K 0.01%
+169
357
$14K 0.01%
+250
358
$14K 0.01%
+65
359
$14K 0.01%
+569
360
$14K 0.01%
+164
361
$14K 0.01%
+91
362
$14K 0.01%
+75
363
$14K 0.01%
+140
364
$14K 0.01%
+206
365
$14K 0.01%
+600
366
$14K 0.01%
+789
367
$14K 0.01%
+342
368
$13K 0.01%
+500
369
$13K 0.01%
+301
370
$13K 0.01%
+553
371
$13K 0.01%
+226
372
$13K 0.01%
+387
373
$13K 0.01%
+46
374
$12K 0.01%
+333
375
$12K 0.01%
+247
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