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
601
$6K ﹤0.01%
+187
602
$6K ﹤0.01%
176
603
$6K ﹤0.01%
535
604
$6K ﹤0.01%
113
605
$5K ﹤0.01%
152
606
$5K ﹤0.01%
126
607
$5K ﹤0.01%
173
608
$5K ﹤0.01%
209
609
0
610
$5K ﹤0.01%
42
611
$5K ﹤0.01%
135
612
$5K ﹤0.01%
75
613
$5K ﹤0.01%
171
614
$5K ﹤0.01%
378
615
$4K ﹤0.01%
123
616
$4K ﹤0.01%
75
617
$4K ﹤0.01%
36
618
$4K ﹤0.01%
124
+52
619
$4K ﹤0.01%
+222
620
$3K ﹤0.01%
+40
621
$3K ﹤0.01%
95
622
$3K ﹤0.01%
102
623
$3K ﹤0.01%
180
624
$3K ﹤0.01%
+56
625
$3K ﹤0.01%
336