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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
776
$0 ﹤0.01%
+2
777
$0 ﹤0.01%
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778
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779
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781
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+5
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+50
783
$0 ﹤0.01%
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784
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785
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786
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787
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$0 ﹤0.01%
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791
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792
$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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797
$0 ﹤0.01%
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798
$0 ﹤0.01%
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799
$0 ﹤0.01%
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800
$0 ﹤0.01%
+5
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