SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
1-Year Return
2.6%
This Quarter Return
+2.8%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$224M
AUM Growth
+$5.75M
(+2.6%)
Cap. Flow
+$112K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
34.35%
Holding
163
New
5
Increased
42
Reduced
29
Closed
2
Top Buys
| 1 |
Intel
INTC
|
$658K |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$366K |
| 3 |
Amgen
AMGN
|
$334K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$223K |
| 5 |
PayPal
PYPL
|
$214K |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$256K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$205K |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
$178K |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$111K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$99.4K |
Sector Composition
| 1 | Healthcare | 5.02% |
| 2 | Technology | 4.82% |
| 3 | Financials | 2.24% |
| 4 | Industrials | 1.8% |
| 5 | Communication Services | 1.72% |
