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
176
$61K 0.05%
+2,946
177
$61K 0.05%
+1,048
178
$60K 0.05%
+750
179
$60K 0.05%
+842
180
$60K 0.05%
+536
181
$58K 0.05%
+942
182
$58K 0.05%
+464
183
$58K 0.05%
+1,181
184
$58K 0.05%
+533
185
$57K 0.05%
+358
186
$57K 0.05%
+5,552
187
$55K 0.05%
+201
188
$54K 0.05%
+674
189
$54K 0.05%
+543
190
$54K 0.05%
+1,774
191
$54K 0.05%
+311
192
$52K 0.05%
+1,263
193
$52K 0.05%
+1,561
194
$52K 0.05%
+250
195
$51K 0.05%
+6,892
196
$51K 0.05%
+1,575
197
$51K 0.05%
+364
198
$50K 0.04%
+194
199
$50K 0.04%
+646
200
$50K 0.04%
+3,283
6 7
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