SIA

Starfire Investment Advisers Portfolio holdings

AUM $209M
1-Year Est. Return 2.6%
This Quarter Est. Return
1 Year Est. Return
+2.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$682K
3
+$339K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$258K
5
ETP
Energy Transfer Partners L.p.
ETP
+$231K

Top Sells

1
+$511K
2
+$468K
3
+$268K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$134K
5
SCHX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$199K 0.13%
15,010
-2,000
127
– –
-1,716
2 3 4 5
6