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
576
$8K ﹤0.01%
264
577
$8K ﹤0.01%
88
578
$8K ﹤0.01%
417
-1,714
579
$8K ﹤0.01%
152
580
0
581
$8K ﹤0.01%
+91
582
$8K ﹤0.01%
168
583
$7K ﹤0.01%
90
584
$7K ﹤0.01%
85
585
$7K ﹤0.01%
176
586
$7K ﹤0.01%
122
587
$7K ﹤0.01%
248
588
0
589
$7K ﹤0.01%
246
590
$7K ﹤0.01%
101
591
$7K ﹤0.01%
76
592
$7K ﹤0.01%
75
-16
593
$7K ﹤0.01%
44
594
$7K ﹤0.01%
58
595
$7K ﹤0.01%
274
596
$6K ﹤0.01%
25
-36
597
$6K ﹤0.01%
601
-216
598
0
599
$6K ﹤0.01%
48
600
$6K ﹤0.01%
157