SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
1-Year Return
2.6%
This Quarter Return
-13.12%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$186M
AUM Growth
-$15.7M
(-7.8%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
5.97%
Top 10 Holdings %
Top 10 Hldgs %
35.37%
Holding
158
New
28
Increased
76
Reduced
28
Closed
15
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$5.14M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.11M |
| 3 |
Vanguard Russell 1000 ETF
VONE
|
$1.79M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.45M |
| 5 |
iShares Global Energy ETF
IXC
|
$1.25M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.76% |
| 2 | Technology | 3.71% |
| 3 | Industrials | 1.72% |
| 4 | Communication Services | 1.7% |
| 5 | Financials | 1.59% |
