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
$162M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$1.87M
3 +$1.57M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$936K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$812K

Top Sells

1 +$1.38M
2 +$363K
3 +$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$264K
5
VTV icon
Vanguard Value ETF
VTV
+$216K

Sector Composition

1 Technology 5.63%
2 Financials 3.36%
3 Industrials 3.08%
4 Communication Services 2.41%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,625