SIAS
Shine Investment Advisory Services Portfolio holdings
AUM
$295M
1-Year Return
8.85%
This Quarter Return
+0.42%
1 Year Return
+8.85%
3 Year Return
+29.06%
5 Year Return
+61.59%
10 Year Return
–
AUM
$211M
AUM Growth
-$5.06M
(-2.3%)
Cap. Flow
-$2.88M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
47.69%
Holding
767
New
90
Increased
152
Reduced
128
Closed
34
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$873K |
| 2 |
Prologis
PLD
|
+$797K |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$516K |
| 4 |
AIV
Aimco
AIV
|
+$414K |
| 5 |
Apple
AAPL
|
+$247K |
Top Sells
Sector Composition
| 1 | Technology | 4.63% |
| 2 | Financials | 3.08% |
| 3 | Industrials | 2.65% |
| 4 | Healthcare | 2.46% |
| 5 | Consumer Discretionary | 1.83% |
