SIAS

Shine Investment Advisory Services Portfolio holdings

AUM $295M
1-Year Est. Return 8.85%
This Quarter Est. Return
1 Year Est. Return
+8.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.38%
2 Financials 3.27%
3 Healthcare 2.95%
4 Industrials 2.76%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$13K 0.01%
162
502
$13K 0.01%
315
503
$13K 0.01%
135
504
$13K 0.01%
190
505
$13K 0.01%
+147
506
$13K 0.01%
231
507
$12K 0.01%
507
508
$12K 0.01%
198
-70
509
$12K 0.01%
125
510
$12K 0.01%
489
-278
511
$12K 0.01%
100
512
$12K 0.01%
223
513
$12K 0.01%
94
514
$12K 0.01%
178
515
$12K 0.01%
120
516
$12K 0.01%
276
517
$12K 0.01%
100
518
$11K 0.01%
533
+97
519
$11K 0.01%
285
520
$11K 0.01%
90
521
$11K 0.01%
302
522
$11K 0.01%
52
523
$11K 0.01%
+123
524
$11K 0.01%
327
525
$11K 0.01%
202
+45