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
$244M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$4.63M
3 +$968K
4
PAA icon
Plains All American Pipeline
PAA
+$897K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$763K

Top Sells

1 +$361K
2 +$351K
3 +$261K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$245K
5
VZ icon
Verizon
VZ
+$201K

Sector Composition

1 Technology 4.66%
2 Healthcare 4.42%
3 Financials 2.28%
4 Industrials 1.71%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,000
177
-3,524