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
626
$2K ﹤0.01%
+24
627
$2K ﹤0.01%
+101
628
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+25
629
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630
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631
$2K ﹤0.01%
+500
632
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+78
633
$2K ﹤0.01%
+550
634
$2K ﹤0.01%
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635
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636
$2K ﹤0.01%
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637
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638
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639
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640
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641
$2K ﹤0.01%
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642
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643
$2K ﹤0.01%
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644
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645
$2K ﹤0.01%
+41
646
$2K ﹤0.01%
+120
647
$2K ﹤0.01%
+80
648
$2K ﹤0.01%
+125
649
$2K ﹤0.01%
+45
650
$2K ﹤0.01%
+81
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