SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
1-Year Return
2.6%
This Quarter Return
+2.12%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.28%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$9.25M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$8.28M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$7.14M |
| 4 |
WisdomTree US SmallCap Dividend Fund
DES
|
$6.61M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 4.42% |
| 2 | Energy | 3.56% |
| 3 | Industrials | 2.51% |
| 4 | Communication Services | 1.52% |
| 5 | Technology | 1.34% |
