SIAG

Safeguard Investment Advisory Group Portfolio holdings

AUM $401M
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
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 +$16M
2 +$8.3M
3 +$7.65M
4
AAPL icon
Apple
AAPL
+$4.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

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%
+8
727
$0 ﹤0.01%
+8
728
$0 ﹤0.01%
+4
729
$0 ﹤0.01%
+25
730
$0 ﹤0.01%
+4
731
$0 ﹤0.01%
+20
732
$0 ﹤0.01%
+15
733
$0 ﹤0.01%
+1
734
$0 ﹤0.01%
+2
735
$0 ﹤0.01%
+7
736
$0 ﹤0.01%
+5
737
$0 ﹤0.01%
+63
738
$0 ﹤0.01%
+45
739
$0 ﹤0.01%
+3
740
$0 ﹤0.01%
+6
741
$0 ﹤0.01%
+8
742
$0 ﹤0.01%
+2
743
$0 ﹤0.01%
+13
744
$0 ﹤0.01%
+10
745
$0 ﹤0.01%
+210
746
$0 ﹤0.01%
+2
747
$0 ﹤0.01%
+4
748
$0 ﹤0.01%
+2
749
$0 ﹤0.01%
+7
750
$0 ﹤0.01%
+12