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SIAS

Shine Investment Advisory Services Portfolio holdings

AUM $295M
1-Year Est. Return 8.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$1.65M
3
+$948K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$908K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$736K

Top Sells

1
+$532K
2
+$524K
3
+$494K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$435K
5
VUG icon
Vanguard Growth ETF
VUG
+$398K

Sector Composition

1 Financials 2.74%
2 Technology 2.74%
3 Healthcare 2.52%
4 Industrials 2.42%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9K ﹤0.01%
+73
527
$9K ﹤0.01%
+140
528
$9K ﹤0.01%
+507
529
$9K ﹤0.01%
+285
530
$9K ﹤0.01%
+430
531
$9K ﹤0.01%
+1,019
532
$9K ﹤0.01%
+321
533
$9K ﹤0.01%
+363
534
$9K ﹤0.01%
+302
535
$9K ﹤0.01%
+192
536
$9K ﹤0.01%
+175
537
$9K ﹤0.01%
+52
538
$9K ﹤0.01%
+246
539
$9K ﹤0.01%
+137
540
– –
0
541
$9K ﹤0.01%
+164
542
$8K ﹤0.01%
+152
543
$8K ﹤0.01%
+171
544
$8K ﹤0.01%
+81
545
$8K ﹤0.01%
+700
546
$8K ﹤0.01%
+50
547
$8K ﹤0.01%
+185
548
$8K ﹤0.01%
+189
549
$8K ﹤0.01%
+264
550
$8K ﹤0.01%
+216
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