SIAS
Shine Investment Advisory Services Portfolio holdings
AUM
$295M
This Quarter Return
+4.64%
1 Year Return
+8.85%
3 Year Return
+29.06%
5 Year Return
+61.59%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+25%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
16.89%
Top 10 Holdings %
Top 10 Hldgs %
61.28%
Holding
89
New
54
Increased
21
Reduced
7
Closed
2
Top Buys
Top Sells
| 1 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
$14.6M |
| 2 |
JNS
Janus Capital Group Inc
JNS
|
$1.44M |
| 3 |
Exxon Mobil
XOM
|
$166K |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$93.2K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$71.8K |
Sector Composition
| 1 | Technology | 1.37% |
| 2 | Healthcare | 1.3% |
| 3 | Financials | 1.13% |
| 4 | Industrials | 0.92% |
| 5 | Energy | 0.87% |
