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
$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 +$970K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$919K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$744K

Top Sells

1 +$541K
2 +$529K
3 +$461K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$419K
5
VUG icon
Vanguard Growth ETF
VUG
+$402K

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
551
$8K ﹤0.01%
+86
552
$8K ﹤0.01%
+70
553
$8K ﹤0.01%
+231
554
$8K ﹤0.01%
+180
555
$8K ﹤0.01%
+185
556
$8K ﹤0.01%
+189
557
$8K ﹤0.01%
+264
558
$8K ﹤0.01%
+216
559
$8K ﹤0.01%
+990
560
$8K ﹤0.01%
+152
561
$8K ﹤0.01%
+327
562
$8K ﹤0.01%
+231
563
$8K ﹤0.01%
+236
564
$8K ﹤0.01%
+40
565
$8K ﹤0.01%
+57
566
$7K ﹤0.01%
+90
567
$7K ﹤0.01%
+200
568
$7K ﹤0.01%
+86
569
$7K ﹤0.01%
+53
570
$7K ﹤0.01%
+183
571
$7K ﹤0.01%
+156
572
$7K ﹤0.01%
+382
573
$7K ﹤0.01%
+79
574
$7K ﹤0.01%
+162
575
$7K ﹤0.01%
+74