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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street 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 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$501K 0.13%
8,437
+2,361
227
$498K 0.13%
50,000
228
$497K 0.13%
6,560
+1
229
$497K 0.13%
50,000
230
$494K 0.13%
8,927
+3,833
231
$490K 0.13%
50,000
232
$489K 0.13%
50,000
233
$487K 0.13%
3,815
+164
234
$481K 0.13%
1,706
+376
235
$480K 0.13%
11,196
+6,000
236
$476K 0.13%
11,617
-48
237
$474K 0.12%
4,133
-16
238
$469K 0.12%
4,744
-26
239
$465K 0.12%
2,216
+3
240
$460K 0.12%
46,231
241
$457K 0.12%
1,696
+587
242
$442K 0.12%
8,985
+2,112
243
$439K 0.12%
+47,528
244
$439K 0.12%
1,932
-590
245
$434K 0.11%
2,831
+728
246
$433K 0.11%
3,523
+803
247
$422K 0.11%
5,161
-790
248
$418K 0.11%
4,476
249
$417K 0.11%
14,102
250
$416K 0.11%
10,558
+3,180
8 9
10
11 12