SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $403M
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
601
$3K ﹤0.01%
+202
602
$3K ﹤0.01%
+104
603
$3K ﹤0.01%
+130
604
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605
$3K ﹤0.01%
+31
606
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607
$3K ﹤0.01%
+103
608
$3K ﹤0.01%
+41
609
– –
0
610
$3K ﹤0.01%
+88
611
$3K ﹤0.01%
+219
612
$2K ﹤0.01%
+124
613
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+96
614
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+329
615
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+100
616
$2K ﹤0.01%
+24
617
$2K ﹤0.01%
+101
618
$2K ﹤0.01%
+95
619
$2K ﹤0.01%
+50
620
$2K ﹤0.01%
+41
621
$2K ﹤0.01%
+120
622
$2K ﹤0.01%
+80
623
$2K ﹤0.01%
+125
624
$2K ﹤0.01%
+63
625
$2K ﹤0.01%
+26
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