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
126
$94K 0.08%
+686
127
$94K 0.08%
+1,893
128
$93K 0.08%
+3,102
129
$92K 0.08%
+385
130
$92K 0.08%
+550
131
$90K 0.08%
+389
132
$90K 0.08%
+1,325
133
$86K 0.08%
+2,860
134
$85K 0.08%
+1,283
135
$85K 0.08%
+4,017
136
$84K 0.07%
+641
137
$84K 0.07%
+1,020
138
$84K 0.07%
+989
139
$83K 0.07%
+761
140
$83K 0.07%
+3,212
141
$82K 0.07%
+370
142
$82K 0.07%
+215
143
$82K 0.07%
+1,493
144
$81K 0.07%
+217
145
$81K 0.07%
+1,021
146
$80K 0.07%
+1,533
147
$79K 0.07%
+12,960
148
$78K 0.07%
+157
149
$77K 0.07%
+424
150
$77K 0.07%
+1,140
4 5
6
7 8