SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $391M
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
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
576
$3K ﹤0.01%
+19
577
$3K ﹤0.01%
+78
578
$3K ﹤0.01%
+85
579
$3K ﹤0.01%
+114
580
$3K ﹤0.01%
+40
581
$3K ﹤0.01%
+12
582
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+19
583
$3K ﹤0.01%
+98
584
$3K ﹤0.01%
+79
585
$3K ﹤0.01%
+13
586
$3K ﹤0.01%
+47
587
$3K ﹤0.01%
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588
$3K ﹤0.01%
+338
589
$3K ﹤0.01%
+23
590
$3K ﹤0.01%
+347
591
$3K ﹤0.01%
+67
592
$3K ﹤0.01%
+33
593
$3K ﹤0.01%
+36
594
$3K ﹤0.01%
+26
595
$3K ﹤0.01%
+100
596
$3K ﹤0.01%
+14
597
$3K ﹤0.01%
+135
598
$3K ﹤0.01%
+32
599
$3K ﹤0.01%
+164
600
$3K ﹤0.01%
+202
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