SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
1-Year Return
2.6%
This Quarter Return
-1.68%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$151M
AUM Growth
-$1.51M
(-0.99%)
Cap. Flow
+$1.16M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
38.1%
Holding
131
New
6
Increased
44
Reduced
29
Closed
3
Top Buys
| 1 |
Cencora
COR
|
$723K |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$682K |
| 3 |
O'Reilly Automotive
ORLY
|
$339K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$258K |
| 5 |
ETP
Energy Transfer Partners L.p.
ETP
|
$231K |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$511K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$468K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$268K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$134K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$102K |
Sector Composition
| 1 | Healthcare | 4.69% |
| 2 | Energy | 3.39% |
| 3 | Industrials | 2.45% |
| 4 | Communication Services | 1.63% |
| 5 | Technology | 1.38% |
