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
501
$6K 0.01%
+128
502
$6K 0.01%
+28
503
$6K 0.01%
+98
504
$6K 0.01%
+75
505
$6K 0.01%
+270
506
$6K 0.01%
+271
507
$6K 0.01%
+300
508
$6K 0.01%
+62
509
$6K 0.01%
+225
510
$6K 0.01%
+38
511
$6K 0.01%
+26
512
$6K 0.01%
+33
513
$6K 0.01%
+212
514
$6K 0.01%
+119
515
$6K 0.01%
+140
516
$6K 0.01%
+25
517
$5K ﹤0.01%
+39
518
$5K ﹤0.01%
+12
519
$5K ﹤0.01%
+66
520
$5K ﹤0.01%
+217
521
$5K ﹤0.01%
+35
522
$5K ﹤0.01%
+96
523
$5K ﹤0.01%
+242
524
$5K ﹤0.01%
+103
525
$5K ﹤0.01%
+150
19 20
21
22 23