SIAS
Shine Investment Advisory Services Portfolio holdings
AUM
$295M
1-Year Est. Return
8.85%
1 Year Est. Return
+8.85%
AUM
$274M
AUM Growth
+$58.2M
(+27%)
Holding
795
Top Buys
| 1 | +$14.7M | |
| 2 | +$10.7M | |
| 3 | +$7.12M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.93M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$2.01M |
Top Sells
| 1 | +$7.15M | |
| 2 | +$2.99M | |
| 3 | +$1.81M | |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
+$1.78M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.64M |
Sector Composition
| 1 | Technology | 5.03% |
| 2 | Healthcare | 2.35% |
| 3 | Financials | 2.19% |
| 4 | Consumer Discretionary | 2.03% |
| 5 | Industrials | 1.88% |
