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
626
$3K ﹤0.01%
226
627
$3K ﹤0.01%
284
628
$3K ﹤0.01%
175
629
$3K ﹤0.01%
138
630
$3K ﹤0.01%
47
631
$2K ﹤0.01%
30
632
$2K ﹤0.01%
25
633
$2K ﹤0.01%
95
634
$2K ﹤0.01%
90
635
$2K ﹤0.01%
17
636
$2K ﹤0.01%
+44
637
$2K ﹤0.01%
69
638
$2K ﹤0.01%
214
639
$1K ﹤0.01%
11
640
$1K ﹤0.01%
31
641
$1K ﹤0.01%
95
642
$1K ﹤0.01%
43
643
$1K ﹤0.01%
26
644
$1K ﹤0.01%
15
645
$1K ﹤0.01%
33
646
$1K ﹤0.01%
25
647
$1K ﹤0.01%
16
648
$1K ﹤0.01%
132
649
$1K ﹤0.01%
825
650
-1,277