SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $403M
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
426
$9K 0.01%
+277
427
$9K 0.01%
+117
428
$9K 0.01%
+108
429
$9K 0.01%
+399
430
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+52
431
$9K 0.01%
+1,208
432
$9K 0.01%
+181
433
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+100
434
$9K 0.01%
+726
435
$9K 0.01%
+213
436
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437
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+105
438
$9K 0.01%
+60
439
$8K 0.01%
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440
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441
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442
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+25
443
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444
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445
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446
$8K 0.01%
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447
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448
$8K 0.01%
+467
449
$8K 0.01%
+59
450
$8K 0.01%
+1,924
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