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
551
$9K ﹤0.01%
303
552
$9K ﹤0.01%
216
553
0
554
$9K ﹤0.01%
86
+28
555
$9K ﹤0.01%
164
556
$9K ﹤0.01%
129
557
$9K ﹤0.01%
147
558
$9K ﹤0.01%
40
559
0
560
$8K ﹤0.01%
54
-19
561
$8K ﹤0.01%
200
562
$8K ﹤0.01%
100
563
$8K ﹤0.01%
148
-140
564
$8K ﹤0.01%
90
+9
565
$8K ﹤0.01%
53
566
$8K ﹤0.01%
134
567
$8K ﹤0.01%
69
568
$8K ﹤0.01%
183
569
$8K ﹤0.01%
50
570
$8K ﹤0.01%
150
571
$8K ﹤0.01%
52
572
$8K ﹤0.01%
86
573
$8K ﹤0.01%
231
574
$8K ﹤0.01%
180
575
$8K ﹤0.01%
185