SIAG
Safeguard Investment Advisory Group Portfolio holdings
AUM
$401M
1-Year Est. Return
13.95%
1 Year Est. Return
+13.95%
AUM
$401M
AUM Growth
+$32.7M
(+8.9%)
Holding
157
Top Buys
| 1 | +$1.87M | |
| 2 | +$1.34M | |
| 3 | +$1.1M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.01M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1M |
Top Sells
| 1 | +$2.7M | |
| 2 | +$1.36M | |
| 3 | +$1.02M | |
| 4 |
NVIDIA
NVDA
|
+$622K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$357K |
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Communication Services | 2.45% |
| 3 | Financials | 2.31% |
| 4 | Consumer Discretionary | 2% |
| 5 | Industrials | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Citigroup
C
$176B
| – | – |
-3,458
|
|
||
152
Exelon
EXC
$48.5B
| – | – |
-4,978
|
|
||
153
Intercontinental Exchange
ICE
$89.8B
| – | – |
-1,669
|
|
||
154
IDEX
IEX
$12.7B
| – | – |
-1,173
|
|
||
155
Merck
MRK
$219B
| – | – |
-3,302
|
|
||
156
Nokia
NOK
$30B
| – | – |
-12,112
|
|
||
157
Pfizer
PFE
$141B
| – | – |
-7,895
|
|