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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Sells

1 +$6.25M
2 +$4.44M
3 +$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$465K 0.14%
+30,000
227
$465K 0.14%
885
-34
228
$464K 0.14%
41,415
+383
229
$463K 0.14%
5,052
-1,617
230
$454K 0.13%
+9,960
231
$453K 0.13%
30,263
-38,639
232
$446K 0.13%
3,946
+131
233
$444K 0.13%
3,970
+508
234
$443K 0.13%
3,066
+397
235
$442K 0.13%
5,335
+591
236
$441K 0.13%
+4,578
237
$427K 0.12%
10,130
+1,014
238
$425K 0.12%
2,297
+506
239
$423K 0.12%
12,515
+1,957
240
$419K 0.12%
11,931
+1,973
241
$418K 0.12%
3,111
+280
242
$414K 0.12%
13,100
+1,130
243
$413K 0.12%
6,869
-356
244
$411K 0.12%
2,043
+308
245
$407K 0.12%
41,047
246
$406K 0.12%
40,000
247
$397K 0.12%
40,109
-67,371
248
$392K 0.11%
6,732
+1,449
249
$389K 0.11%
2,343
+556
250
$389K 0.11%
2,116
+427