SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $391M
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
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
626
$2K ﹤0.01%
+100
627
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+24
628
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629
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630
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631
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632
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+500
633
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+550
634
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635
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636
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637
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639
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641
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642
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643
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644
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645
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+95
646
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+50
647
$2K ﹤0.01%
+41
648
$2K ﹤0.01%
+120
649
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+80
650
$2K ﹤0.01%
+36
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