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SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $362M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
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
676
$1K ﹤0.01%
+8
677
$1K ﹤0.01%
+8
678
$1K ﹤0.01%
+60
679
$1K ﹤0.01%
+26
680
$1K ﹤0.01%
+54
681
$1K ﹤0.01%
+59
682
$1K ﹤0.01%
+48
683
$1K ﹤0.01%
+30
684
$1K ﹤0.01%
+100
685
$1K ﹤0.01%
+13
686
$1K ﹤0.01%
+5
687
$1K ﹤0.01%
+34
688
$1K ﹤0.01%
+41
689
$1K ﹤0.01%
+97
690
$1K ﹤0.01%
+24
691
$1K ﹤0.01%
+22
692
$1K ﹤0.01%
+39
693
$1K ﹤0.01%
+19
694
$1K ﹤0.01%
+74
695
$1K ﹤0.01%
+50
696
$1K ﹤0.01%
+103
697
$1K ﹤0.01%
+25
698
$1K ﹤0.01%
+3
699
$1K ﹤0.01%
+104
700
$1K ﹤0.01%
+76
26 27
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29 30