SIAS
Shine Investment Advisory Services Portfolio holdings
AUM
$295M
1-Year Est. Return
8.85%
1 Year Est. Return
+8.85%
AUM
$215M
AUM Growth
+$12.6M
(+6.2%)
Holding
735
Top Buys
| 1 | +$1.23M | |
| 2 | +$1.18M | |
| 3 | +$518K | |
| 4 |
Daxor
DXR
|
+$512K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$262K |
Top Sells
| 1 | +$3.53M | |
| 2 | +$2.9M | |
| 3 | +$2.62M | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$2.35M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.44M |
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Financials | 3.08% |
| 3 | Industrials | 2.72% |
| 4 | Healthcare | 2.71% |
| 5 | Consumer Discretionary | 1.68% |