SIAS
Shine Investment Advisory Services Portfolio holdings
AUM
$295M
1-Year Est. Return
8.85%
1 Year Est. Return
+8.85%
AUM
$216M
AUM Growth
+$730K
(+0.34%)
Holding
736
Top Buys
| 1 | +$1.22M | |
| 2 | +$789K | |
| 3 | +$435K | |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$388K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$286K |
Top Sells
| 1 | +$2.1M | |
| 2 | +$1.86M | |
| 3 | +$846K | |
| 4 |
Prologis
PLD
|
+$666K |
| 5 |
Daxor
DXR
|
+$512K |
Sector Composition
| 1 | Technology | 4.15% |
| 2 | Financials | 3.16% |
| 3 | Industrials | 2.78% |
| 4 | Healthcare | 2.5% |
| 5 | Consumer Discretionary | 1.68% |