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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.04%
18,174
227
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+3,000
228
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229
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$214K 0.04%
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232
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233
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234
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235
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67,500
+15,000
236
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15,000
237
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238
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15,000
239
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15,000
240
$154K 0.03%
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241
$150K 0.03%
19,076
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242
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243
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244
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245
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246
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247
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20,000
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248
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10,000
249
$106K 0.02%
23,306
250
$105K 0.02%
12,500
+2,500
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