We are live on ! Find out more
SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $362M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
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
+$14.9M
2
+$8.2M
3
+$7.42M
4
AAPL icon
Apple
AAPL
+$3.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.6M

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
451
$8K 0.01%
+121
452
$8K 0.01%
+25
453
$8K 0.01%
+312
454
$8K 0.01%
+60
455
$8K 0.01%
+108
456
$8K 0.01%
+166
457
$8K 0.01%
+467
458
$8K 0.01%
+59
459
$8K 0.01%
+1,924
460
$8K 0.01%
+52
461
$8K 0.01%
+50
462
$8K 0.01%
+247
463
$8K 0.01%
+260
464
$8K 0.01%
+41
465
$7K 0.01%
+524
466
$7K 0.01%
+74
467
$7K 0.01%
+129
468
$7K 0.01%
+170
469
$7K 0.01%
+62
470
$7K 0.01%
+150
471
$7K 0.01%
+517
472
$7K 0.01%
+50
473
$7K 0.01%
+330
474
$7K 0.01%
+47
475
$7K 0.01%
+18
17 18
19
20 21