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
201
$49K 0.04%
+1,527
202
$49K 0.04%
+189
203
$49K 0.04%
+1,065
204
$49K 0.04%
+908
205
$48K 0.04%
+209
206
$48K 0.04%
+2,259
207
$48K 0.04%
+1,048
208
$47K 0.04%
+543
209
$47K 0.04%
+881
210
$46K 0.04%
+924
211
$46K 0.04%
+469
212
$46K 0.04%
+285
213
$46K 0.04%
+600
214
$46K 0.04%
+65
215
$44K 0.04%
+306
216
$44K 0.04%
+703
217
$42K 0.04%
+1,069
218
$42K 0.04%
+252
219
$42K 0.04%
+468
220
$42K 0.04%
+4,388
221
$41K 0.04%
+1,500
222
$40K 0.04%
+1,000
223
$40K 0.04%
+575
224
$40K 0.04%
+189
225
$39K 0.03%
+1,285
7 8
9
10 11