SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $401M
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
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
576
$3K ﹤0.01%
+40
577
$3K ﹤0.01%
+12
578
$3K ﹤0.01%
+19
579
$3K ﹤0.01%
+19
580
$3K ﹤0.01%
+98
581
$3K ﹤0.01%
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582
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+13
583
$3K ﹤0.01%
+47
584
$3K ﹤0.01%
+23
585
$3K ﹤0.01%
+338
586
$3K ﹤0.01%
+23
587
$3K ﹤0.01%
+347
588
$3K ﹤0.01%
+78
589
$3K ﹤0.01%
+85
590
$3K ﹤0.01%
+114
591
$3K ﹤0.01%
+67
592
$3K ﹤0.01%
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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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