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
$196M
AUM Growth
+$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Sells

1 +$1.42M
2 +$758K
3 +$700K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$193K
5
NBIS
Nebius Group N.V.
NBIS
+$165K

Sector Composition

1 Healthcare 4%
2 Technology 3.96%
3 Financials 3.39%
4 Industrials 2.84%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
231
552
$9K ﹤0.01%
+200
553
$8K ﹤0.01%
200
554
$8K ﹤0.01%
90
555
$8K ﹤0.01%
183
556
$8K ﹤0.01%
115
557
$8K ﹤0.01%
574
558
$8K ﹤0.01%
52
559
$8K ﹤0.01%
86
560
$8K ﹤0.01%
231
561
$8K ﹤0.01%
180
562
$8K ﹤0.01%
189
563
$8K ﹤0.01%
76
564
$8K ﹤0.01%
303
565
$8K ﹤0.01%
88
566
$8K ﹤0.01%
152
567
$8K ﹤0.01%
86
568
$8K ﹤0.01%
180
+58
569
$8K ﹤0.01%
101
-89
570
$8K ﹤0.01%
+70
571
$8K ﹤0.01%
32
572
$8K ﹤0.01%
+492
573
$7K ﹤0.01%
82
574
$7K ﹤0.01%
+471
575
$7K ﹤0.01%
123