SIA
Starfire Investment Advisers Portfolio holdings
AUM
$209M
This Quarter Return
+13.29%
1 Year Return
+2.6%
3 Year Return
+19.2%
5 Year Return
+36.78%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(+17%)
Cap. Flow
+$8.7M
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
161
New
18
Increased
39
Reduced
43
Closed
3
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.36M |
| 2 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$757K |
| 3 |
CyberArk
CYBR
|
$559K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$440K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$403K |
Top Sells
| 1 |
Intel
INTC
|
$645K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$206K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$116K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$106K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$97.5K |
Sector Composition
| 1 | Healthcare | 4.88% |
| 2 | Technology | 4.29% |
| 3 | Financials | 2% |
| 4 | Industrials | 1.88% |
| 5 | Communication Services | 1.73% |
