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
$365M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.43M
3 +$1.08M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$731K

Top Sells

1 +$270K
2 +$224K
3 +$223K
4
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$222K
5
PFE icon
Pfizer
PFE
+$221K

Sector Composition

1 Technology 6.41%
2 Financials 2.3%
3 Communication Services 2.07%
4 Consumer Discretionary 2.05%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,078
127
-1,080
128
-2,292