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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
526
$5K ﹤0.01%
+95
527
$5K ﹤0.01%
+158
528
$5K ﹤0.01%
+116
529
$5K ﹤0.01%
+49
530
$5K ﹤0.01%
+148
531
$5K ﹤0.01%
+119
532
$5K ﹤0.01%
+55
533
$5K ﹤0.01%
+362
534
$5K ﹤0.01%
+75
535
$5K ﹤0.01%
+124
536
$5K ﹤0.01%
+201
537
$5K ﹤0.01%
+199
538
$5K ﹤0.01%
+195
539
$5K ﹤0.01%
+370
540
$5K ﹤0.01%
+50
541
$5K ﹤0.01%
+107
542
$5K ﹤0.01%
+29
543
$5K ﹤0.01%
+40
544
$5K ﹤0.01%
+85
545
$5K ﹤0.01%
+240
546
$5K ﹤0.01%
+29
547
$5K ﹤0.01%
+232
548
$5K ﹤0.01%
+71
549
$4K ﹤0.01%
+24
550
$4K ﹤0.01%
+36
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