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
651
$2K ﹤0.01%
+78
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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+29
657
$1K ﹤0.01%
+56
658
$1K ﹤0.01%
+8
659
$1K ﹤0.01%
+8
660
$1K ﹤0.01%
+49
661
$1K ﹤0.01%
+60
662
$1K ﹤0.01%
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663
$1K ﹤0.01%
+54
664
$1K ﹤0.01%
+59
665
$1K ﹤0.01%
+48
666
$1K ﹤0.01%
+17
667
$1K ﹤0.01%
+64
668
$1K ﹤0.01%
+16
669
$1K ﹤0.01%
+150
670
$1K ﹤0.01%
+130
671
$1K ﹤0.01%
+215
672
$1K ﹤0.01%
+26
673
$1K ﹤0.01%
+30
674
$1K ﹤0.01%
+100
675
$1K ﹤0.01%
+13
25 26
27
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