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
$211M
AUM Growth
-$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1 +$873K
2 +$797K
3 +$516K
4
AIV
Aimco
AIV
+$414K
5
AAPL icon
Apple
AAPL
+$247K

Sector Composition

1 Technology 4.63%
2 Financials 3.08%
3 Industrials 2.65%
4 Healthcare 2.46%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$5K ﹤0.01%
135
+51
652
$5K ﹤0.01%
+500
653
$5K ﹤0.01%
80
654
$5K ﹤0.01%
233
655
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36
656
$5K ﹤0.01%
51
657
$5K ﹤0.01%
21
658
$5K ﹤0.01%
86
+60
659
$5K ﹤0.01%
29
660
$5K ﹤0.01%
+60
661
$5K ﹤0.01%
79
662
$5K ﹤0.01%
+155
663
$5K ﹤0.01%
175
664
$4K ﹤0.01%
126
665
$4K ﹤0.01%
90
666
$4K ﹤0.01%
+30
667
$4K ﹤0.01%
308
668
$4K ﹤0.01%
+36
669
$4K ﹤0.01%
+89
670
$4K ﹤0.01%
70
671
$4K ﹤0.01%
+30
672
$4K ﹤0.01%
36
673
$4K ﹤0.01%
+83
674
$4K ﹤0.01%
84
675
$4K ﹤0.01%
132