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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
726
$0 ﹤0.01%
+15
727
$0 ﹤0.01%
+1
728
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731
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+63
732
$0 ﹤0.01%
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733
$0 ﹤0.01%
+3
734
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735
$0 ﹤0.01%
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736
$0 ﹤0.01%
+2
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$0 ﹤0.01%
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738
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739
$0 ﹤0.01%
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740
$0 ﹤0.01%
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741
$0 ﹤0.01%
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742
$0 ﹤0.01%
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743
$0 ﹤0.01%
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744
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745
$0 ﹤0.01%
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746
– –
0
747
$0 ﹤0.01%
+36
748
– –
0
749
$0 ﹤0.01%
+18
750
$0 ﹤0.01%
+9
28 29
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