SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
-8.02%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$380M
AUM Growth
-$43.9M
(-10%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-4.22%
Top 10 Holdings %
Top 10 Hldgs %
12.87%
Holding
694
New
113
Increased
125
Reduced
158
Closed
109
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$7.31M |
| 2 |
iShares MBS ETF
MBB
|
$5.63M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.89M |
| 4 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
$3.78M |
| 5 |
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
|
$3.28M |
Sector Composition
| 1 | Financials | 20.92% |
| 2 | Healthcare | 7.84% |
| 3 | Technology | 6.77% |
| 4 | Industrials | 5.42% |
| 5 | Consumer Discretionary | 5.14% |
