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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
601
$3K ﹤0.01%
+78
602
$3K ﹤0.01%
+85
603
$3K ﹤0.01%
+114
604
$3K ﹤0.01%
+36
605
$3K ﹤0.01%
+26
606
$3K ﹤0.01%
+100
607
$3K ﹤0.01%
+14
608
$3K ﹤0.01%
+338
609
$3K ﹤0.01%
+23
610
$3K ﹤0.01%
+347
611
$3K ﹤0.01%
+67
612
$2K ﹤0.01%
+63
613
$2K ﹤0.01%
+26
614
$2K ﹤0.01%
+125
615
$2K ﹤0.01%
+50
616
$2K ﹤0.01%
+3
617
$2K ﹤0.01%
+56
618
$2K ﹤0.01%
+49
619
$2K ﹤0.01%
+56
620
$2K ﹤0.01%
+69
621
$2K ﹤0.01%
+31
622
$2K ﹤0.01%
+124
623
$2K ﹤0.01%
+96
624
$2K ﹤0.01%
+329
625
$2K ﹤0.01%
+78
23 24
25
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