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
$294M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.01M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1M

Top Sells

1
+$2.4M
2
+$972K
3
+$418K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$362K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$298K

Sector Composition

1 Technology 5.91%
2 Communication Services 1.98%
3 Financials 1.93%
4 Consumer Discretionary 1.68%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$179K 0.06%
13,374
102
$139K 0.05%
15,869
-5,506
103
$71.7K 0.02%
12,988
+343
104
$1.4K ﹤0.01%
10,000
105
– –
-737
106
– –
-3,922
107
– –
-545
108
– –
-2,689
1 2 3 4
5