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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
576
$3K ﹤0.01%
+40
577
$3K ﹤0.01%
+12
578
$3K ﹤0.01%
+19
579
$3K ﹤0.01%
+98
580
$3K ﹤0.01%
+79
581
$3K ﹤0.01%
+13
582
$3K ﹤0.01%
+47
583
$3K ﹤0.01%
+23
584
$3K ﹤0.01%
+33
585
$3K ﹤0.01%
+135
586
$3K ﹤0.01%
+32
587
$3K ﹤0.01%
+164
588
$3K ﹤0.01%
+202
589
$3K ﹤0.01%
+104
590
$3K ﹤0.01%
+130
591
$3K ﹤0.01%
+50
592
$3K ﹤0.01%
+31
593
$3K ﹤0.01%
+152
594
$3K ﹤0.01%
+103
595
$3K ﹤0.01%
+41
596
– –
0
597
$3K ﹤0.01%
+50
598
$3K ﹤0.01%
+88
599
$3K ﹤0.01%
+219
600
$3K ﹤0.01%
+19
22 23
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