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
$351M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$1.88M
3 +$1.76M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.56M
5
CSCO icon
Cisco
CSCO
+$391K

Sector Composition

1 Technology 6.22%
2 Financials 2.01%
3 Communication Services 1.91%
4 Consumer Discretionary 1.74%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-100,000