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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.1%
15,265
+836
227
$247K 0.1%
26,481
228
$242K 0.1%
25,000
229
$238K 0.1%
6,000
230
$238K 0.1%
24,302
231
$232K 0.09%
6,150
+1,073
232
$232K 0.09%
21,900
233
$213K 0.09%
9,100
234
$210K 0.09%
17,536
+983
235
$202K 0.08%
19,391
236
$182K 0.07%
6,500
237
$165K 0.07%
1,850
238
$164K 0.07%
15,000
239
$156K 0.06%
1,653
240
$153K 0.06%
5,576
+382
241
$148K 0.06%
12,500
242
$144K 0.06%
6,666
243
$134K 0.05%
1,941
+1,885
244
$130K 0.05%
4,500
245
$130K 0.05%
7,000
246
$127K 0.05%
850
247
$126K 0.05%
16,089
248
$125K 0.05%
803,337
249
$124K 0.05%
+12,000
250
$121K 0.05%
3,265
8 9
10
11 12