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
376
$12K 0.01%
+134
377
$12K 0.01%
+269
378
$12K 0.01%
+73
379
$12K 0.01%
+90
380
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+50
381
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+34
382
$12K 0.01%
+298
383
$12K 0.01%
+198
384
$12K 0.01%
+58
385
$12K 0.01%
+212
386
$11K 0.01%
+45
387
$11K 0.01%
+61
388
$11K 0.01%
+147
389
$11K 0.01%
+413
390
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391
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392
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393
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394
$11K 0.01%
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395
$11K 0.01%
+137
396
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+267
397
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398
$11K 0.01%
+259
399
$11K 0.01%
+585
400
$11K 0.01%
+215
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