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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
$251M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.37M
3
+$8.09M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.73M
5
ISCF icon
iShares International Small Cap Equity Factor ETF
ISCF
+$7.66M

Top Sells

1
+$7.53M
2
+$5.12M
3
+$3.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.98M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.53M

Sector Composition

1 Technology 4.56%
2 Financials 2.8%
3 Healthcare 2.63%
4 Industrials 2.45%
5 Consumer Discretionary 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K ﹤0.01%
+392
552
$12K ﹤0.01%
318
553
$12K ﹤0.01%
295
554
$12K ﹤0.01%
+100
555
$11K ﹤0.01%
93
556
$11K ﹤0.01%
100
-241
557
$11K ﹤0.01%
299
558
$11K ﹤0.01%
70
559
$11K ﹤0.01%
195
560
$11K ﹤0.01%
93
-101
561
$11K ﹤0.01%
117
+14
562
$11K ﹤0.01%
80
563
$10K ﹤0.01%
168
564
$10K ﹤0.01%
103
565
$10K ﹤0.01%
142
566
$10K ﹤0.01%
26
+9
567
$10K ﹤0.01%
324
-16
568
$10K ﹤0.01%
53
569
$10K ﹤0.01%
500
570
$10K ﹤0.01%
490
+395
571
$10K ﹤0.01%
3,289
572
$10K ﹤0.01%
158
573
$10K ﹤0.01%
176
+4
574
$10K ﹤0.01%
275
575
$10K ﹤0.01%
161
-55
21 22
23
24 25