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
601
$3K ﹤0.01%
+104
602
$3K ﹤0.01%
+130
603
$3K ﹤0.01%
+50
604
$3K ﹤0.01%
+31
605
$3K ﹤0.01%
+152
606
$3K ﹤0.01%
+103
607
$3K ﹤0.01%
+41
608
– –
0
609
$3K ﹤0.01%
+50
610
$3K ﹤0.01%
+88
611
$3K ﹤0.01%
+219
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%
+100
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