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
801
$0 ﹤0.01%
+70
802
$0 ﹤0.01%
+14
803
$0 ﹤0.01%
+7
804
$0 ﹤0.01%
+175
805
$0 ﹤0.01%
+25
806
$0 ﹤0.01%
+1
807
0
808
$0 ﹤0.01%
+18
809
$0 ﹤0.01%
+9
810
$0 ﹤0.01%
+11
811
$0 ﹤0.01%
+1
812
$0 ﹤0.01%
+6