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
$190M
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Sells

1 +$9.23M
2 +$3.85M
3 +$3.48M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.95M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$794K

Sector Composition

1 Technology 4.44%
2 Financials 3.48%
3 Industrials 3.07%
4 Healthcare 2.72%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$5K ﹤0.01%
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602
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+17
603
$5K ﹤0.01%
228
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38
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608
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63
-139
609
$5K ﹤0.01%
336
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$5K ﹤0.01%
171
611
$5K ﹤0.01%
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$5K ﹤0.01%
378
613
$4K ﹤0.01%
+960
614
$4K ﹤0.01%
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+31
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$4K ﹤0.01%
131
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$4K ﹤0.01%
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$4K ﹤0.01%
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619
$4K ﹤0.01%
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$4K ﹤0.01%
274
621
$4K ﹤0.01%
409
622
$3K ﹤0.01%
30
623
$3K ﹤0.01%
2
624
$3K ﹤0.01%
95
625
$3K ﹤0.01%
180