SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.1%
+11,111
227
$444K 0.1%
3,759
-4,542
228
$444K 0.1%
2,787
+617
229
$438K 0.1%
4,462
+1,296
230
$435K 0.1%
7,760
231
$425K 0.1%
+41,882
232
$424K 0.1%
3,387
-5,239
233
$424K 0.1%
14,174
+12,280
234
$422K 0.09%
+1,174
235
$417K 0.09%
2,731
-204
236
$416K 0.09%
45,552
+40,308
237
$415K 0.09%
5,050
+826
238
$413K 0.09%
1,785
-84
239
$412K 0.09%
35,479
+34,675
240
$410K 0.09%
1,536
+588
241
$410K 0.09%
3,530
+7
242
$409K 0.09%
+17,034
243
$408K 0.09%
1,342
-25
244
$407K 0.09%
15,618
245
$404K 0.09%
40,000
246
$403K 0.09%
3,096
+2,646
247
$403K 0.09%
+40,000
248
$401K 0.09%
+3,875
249
$400K 0.09%
9,085
-1,029
250
$398K 0.09%
8,789
-90
8 9
10
11 12