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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$401K 0.12%
40,000
227
$396K 0.12%
5,938
+159
228
$395K 0.12%
12,666
+333
229
$394K 0.12%
8,334
-3,870
230
$392K 0.12%
1,358
-712
231
$384K 0.12%
1,979
-137
232
$383K 0.12%
+13,692
233
$372K 0.11%
+7,607
234
$370K 0.11%
19,887
235
$366K 0.11%
5,955
-914
236
$366K 0.11%
1,982
-136
237
$366K 0.11%
+35,000
238
$364K 0.11%
3,131
+48
239
$361K 0.11%
2,784
-191
240
$360K 0.11%
+35,000
241
$349K 0.11%
3,870
+32
242
$348K 0.11%
+34,332
243
$346K 0.1%
2,143
-968
244
$345K 0.1%
13,718,354
+10,620
245
$339K 0.1%
3,494
-1,084
246
$337K 0.1%
3,392
-139
247
$335K 0.1%
9,960
248
$331K 0.1%
2,209
-134
249
$331K 0.1%
35,153
-3,222
250
$328K 0.1%
1,230
-139
8 9
10
11 12