SHINE INVESTMENT Overview

Shine Investment Advisory Services Inc is an investment advisor that manages 521.8 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/14 to 09/30/16. The fund's latest filing disclosed 113MM in positions, representing 22% of the manager's regulatory AUM.

SHINE INVESTMENT StockAlpha

-3.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SHINE INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MDY 16.44% ETF 6.02% 0.63% 0 10%
BSJH 11.71% ETF 0.44% -0.06% 8 0%
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FEATURED IN
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SHINE INVESTMENT Founders and Key Employees

Name Title In Position Since
Judith A. Shine President, Director October-1995
Janet H. White Chief Compliance Officer October-2004
Sandra Eve Principal August-2007
Karen K. Salvatore Principal October-2013

SHINE INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

SHINE INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Shine Investment Advisory Services, Inc. uses Modern Portfolio Theory (MPT) as its primary investing strategy. MPT is an investment strategy whose goal is to maximize investment return for a given amount of risk. MPT believes that by adding additional asset classes to a portfolio (i.e. diversification) long‐term returns increase and at the same time year‐to‐year fluctuations in

2
portfolio value (also known as volatility or standard deviation) are reduced. Shine Investment
Advisory Services, Inc. recognizes investing in securities involves risk of loss.

When determining an appropriate portfolio for a client, Shine Investment Advisory Services, Inc. meets with clients to discuss several determining factors. The initial and most critical decision is the establishment of an investment time horizon. Shine Investment Advisory Services, Inc. takes a long term view in respect to the capital m...
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SHINE INVESTMENT Portfolio Concentration

SHINE INVESTMENT Location

9892 ROSEMONT AVE. SUITE #100
LONE TREE, Colorado
UNITED STATES, 80124-4101

SHINE INVESTMENT Contact Information

Phone Number: 303-740-8600
Fax Number: 303-290-0237
Website:

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