We are live on ! Find out more
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
701
$1K ﹤0.01%
+337
702
$1K ﹤0.01%
+28
703
$1K ﹤0.01%
+228
704
$1K ﹤0.01%
+25
705
$1K ﹤0.01%
+11
706
$1K ﹤0.01%
+125
707
$1K ﹤0.01%
+6
708
$0 ﹤0.01%
+37
709
$0 ﹤0.01%
+3
710
$0 ﹤0.01%
+19
711
$0 ﹤0.01%
+7
712
$0 ﹤0.01%
+33
713
$0 ﹤0.01%
+25
714
$0 ﹤0.01%
+26
715
$0 ﹤0.01%
+25
716
$0 ﹤0.01%
+4
717
$0 ﹤0.01%
+9
718
$0 ﹤0.01%
+3
719
$0 ﹤0.01%
+3
720
$0 ﹤0.01%
+3
721
$0 ﹤0.01%
+8
722
$0 ﹤0.01%
+8
723
$0 ﹤0.01%
+4
724
$0 ﹤0.01%
+4
725
$0 ﹤0.01%
+20
27 28
29
30 31