SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
1-Year Return
2.6%
This Quarter Return
+5.46%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$201M
AUM Growth
+$3.81M
(+1.9%)
Cap. Flow
-$6.72M
Cap. Flow
% of AUM
-3.34%
Top 10 Holdings %
Top 10 Hldgs %
42.38%
Holding
145
New
8
Increased
24
Reduced
77
Closed
15
Top Buys
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
$5.04M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$4.19M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$3.9M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$3.07M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.57M |
Sector Composition
| 1 | Healthcare | 3.4% |
| 2 | Technology | 2.32% |
| 3 | Communication Services | 1.36% |
| 4 | Financials | 1.35% |
| 5 | Industrials | 1.29% |
