SIAG
Safeguard Investment Advisory Group Portfolio holdings
AUM
$391M
1-Year Est. Return
18.03%
This Fund
S&P 500
1 Year Est. Return
+18.03%
AUM
$391M
AUM Growth
-$12.2M
(-3%)
Holding
166
Top Buys
| 1 | +$1.78M | |
| 2 | +$495K | |
| 3 | +$364K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$328K |
| 5 |
Netflix
NFLX
|
+$317K |
Top Sells
| 1 | +$4.43M | |
| 2 | +$2.9M | |
| 3 | +$2.7M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$2.08M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.91M |
Sector Composition
| 1 | Technology | 8.75% |
| 2 | Financials | 2.89% |
| 3 | Communication Services | 2.59% |
| 4 | Consumer Discretionary | 2.13% |
| 5 | Healthcare | 1.57% |
