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
$203M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Sells

1 +$2.29M
2 +$2.12M
3 +$861K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$825K
5
IYR icon
iShares US Real Estate ETF
IYR
+$793K

Sector Composition

1 Technology 3.55%
2 Financials 2.92%
3 Healthcare 2.36%
4 Industrials 2.34%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$7K ﹤0.01%
158
+57
577
$7K ﹤0.01%
175
578
$7K ﹤0.01%
1,331
579
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113
+27
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44
581
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236
582
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102
583
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168
584
$6K ﹤0.01%
63
585
$6K ﹤0.01%
100
586
$6K ﹤0.01%
750
-800
587
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75
-176
588
0
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596
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597
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598
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42
599
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$6K ﹤0.01%
76