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
-$35.5M
(-14%)
Holding
807
Top Buys
| 1 | +$9.23M | |
| 2 | +$8.65M | |
| 3 | +$7.69M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$5.64M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.48M |
Top Sells
| 1 | +$5.01M | |
| 2 | +$4.54M | |
| 3 | +$2.53M | |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$2.4M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$2.21M |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Healthcare | 2.48% |
| 3 | Financials | 2.13% |
| 4 | Industrials | 2.05% |
| 5 | Consumer Discretionary | 1.87% |