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
$262M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$575K
2 +$554K
3 +$463K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$364K
5
ADBE icon
Adobe
ADBE
+$296K

Top Sells

1 +$481K
2 +$387K
3 +$379K
4
ULTA icon
Ulta Beauty
ULTA
+$300K
5
TEAM icon
Atlassian
TEAM
+$275K

Sector Composition

1 Technology 4.93%
2 Healthcare 4.53%
3 Financials 2.35%
4 Industrials 1.65%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,200