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
$224M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$658K
2 +$366K
3 +$334K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$223K
5
PYPL icon
PayPal
PYPL
+$214K

Sector Composition

1 Healthcare 5.02%
2 Technology 4.82%
3 Financials 2.24%
4 Industrials 1.8%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$222K 0.1%
755
152
$221K 0.1%
2,600
153
$220K 0.1%
1,108
154
$214K 0.1%
+1,878
155
$209K 0.09%
+1,845
156
$207K 0.09%
+3,771
157
$205K 0.09%
3,330
158
$201K 0.09%
3,524
159
$109K 0.05%
2,088
+14
160
$58K 0.03%
1,768
161
$20K 0.01%
4,879
+750