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
$265M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.21%
2 Financials 2.14%
3 Communication Services 2.09%
4 Consumer Discretionary 1.71%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.45K ﹤0.01%
10,000
102
-14,224
103
-5,000
104
-1,620