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
76
$192K 0.17%
+1,220
77
$191K 0.17%
+1,350
78
$184K 0.16%
+728
79
$181K 0.16%
+853
80
$179K 0.16%
+2,344
81
$168K 0.15%
+1,248
82
$167K 0.15%
+1,130
83
$165K 0.15%
+4,288
84
$162K 0.14%
+10,296
85
$162K 0.14%
+2,507
86
$162K 0.14%
+2,416
87
$161K 0.14%
+345
88
$157K 0.14%
+1,149
89
$156K 0.14%
+2,607
90
$156K 0.14%
+1,415
91
$153K 0.14%
+1,490
92
$153K 0.14%
+9,512
93
$149K 0.13%
+2,219
94
$147K 0.13%
+417
95
$144K 0.13%
+2,571
96
$143K 0.13%
+618
97
$136K 0.12%
+3,710
98
$135K 0.12%
+691
99
$127K 0.11%
+4,723
100
$126K 0.11%
+993
2 3
4
5 6