SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
1-Year Return
2.6%
This Quarter Return
+3.16%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$197M
AUM Growth
+$5.44M
(+2.8%)
Cap. Flow
-$30.2K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
38.48%
Holding
143
New
6
Increased
28
Reduced
43
Closed
6
Top Buys
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$1.01M |
| 2 |
Invesco QQQ Trust
QQQ
|
$552K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$479K |
| 4 |
Home Depot
HD
|
$351K |
| 5 |
Vanguard Growth ETF
VUG
|
$300K |
Sector Composition
| 1 | Healthcare | 3.59% |
| 2 | Technology | 2.84% |
| 3 | Industrials | 1.53% |
| 4 | Financials | 1.5% |
| 5 | Communication Services | 1.44% |
