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
401
$11K 0.01%
+193
402
$11K 0.01%
+43
403
$11K 0.01%
+158
404
$11K 0.01%
+333
405
$10K 0.01%
+200
406
$10K 0.01%
+221
407
$10K 0.01%
+820
408
$10K 0.01%
+4,900
409
$10K 0.01%
+169
410
$10K 0.01%
+736
411
$10K 0.01%
+312
412
$10K 0.01%
+345
413
$10K 0.01%
+75
414
$10K 0.01%
+650
415
$10K 0.01%
+109
416
$10K 0.01%
+109
417
$10K 0.01%
+117
418
$10K 0.01%
+213
419
$10K 0.01%
+109
420
$9K 0.01%
+83
421
$9K 0.01%
+260
422
$9K 0.01%
+580
423
$9K 0.01%
+16
424
$9K 0.01%
+204
425
$9K 0.01%
+277
15 16
17
18 19