NIA
Northstar Investment Advisors Portfolio holdings
AUM
$755M
This Quarter Return
+0.2%
1 Year Return
+37.78%
3 Year Return
+85.74%
5 Year Return
+115.51%
10 Year Return
–
AUM
$320M
AUM Growth
–
Cap. Flow
+$320M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.2%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$16.3M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$8.77M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$7.65M |
| 4 |
Bristol-Myers Squibb
BMY
|
$7.02M |
| 5 |
Home Depot
HD
|
$6.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 11.7% |
| 2 | Industrials | 10.52% |
| 3 | Healthcare | 9% |
| 4 | Technology | 7.71% |
| 5 | Consumer Discretionary | 7.26% |
