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
$230M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.68M
3
+$1.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.22M
5
AAPL icon
Apple
AAPL
+$539K

Top Sells

1
+$2.56M
2
+$525K
3
+$338K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$271K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$216K

Sector Composition

1 Technology 6.16%
2 Communication Services 2.11%
3 Financials 1.99%
4 Consumer Discretionary 1.8%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,475
102
– –
-4,375
103
– –
-515
104
– –
-6,226
1 2 3 4
5