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
$188M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Sells

1 +$9.62M
2 +$1.3M
3 +$1.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$697K
5
PLD icon
Prologis
PLD
+$582K

Sector Composition

1 Technology 3.91%
2 Financials 3.47%
3 Healthcare 3.08%
4 Industrials 2.91%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$7K ﹤0.01%
176
577
$7K ﹤0.01%
+115
578
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579
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581
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582
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583
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+21
584
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44
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0
586
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63
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176
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$6K ﹤0.01%
+122
600
$5K ﹤0.01%
90