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
651
$2K ﹤0.01%
+23
652
$1K ﹤0.01%
+65
653
$1K ﹤0.01%
+25
654
$1K ﹤0.01%
+27
655
$1K ﹤0.01%
+30
656
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657
$1K ﹤0.01%
+56
658
$1K ﹤0.01%
+24
659
$1K ﹤0.01%
+8
660
$1K ﹤0.01%
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661
$1K ﹤0.01%
+49
662
$1K ﹤0.01%
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663
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+26
664
$1K ﹤0.01%
+54
665
$1K ﹤0.01%
+59
666
$1K ﹤0.01%
+48
667
$1K ﹤0.01%
+17
668
$1K ﹤0.01%
+64
669
$1K ﹤0.01%
+16
670
$1K ﹤0.01%
+150
671
$1K ﹤0.01%
+130
672
$1K ﹤0.01%
+215
673
$1K ﹤0.01%
+26
674
$1K ﹤0.01%
+30
675
$1K ﹤0.01%
+100
25 26
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