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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$122K 0.02%
30,000
+6,694
227
$122K 0.02%
20,000
228
$115K 0.02%
14,058
-5,018
229
$113K 0.02%
+4,000
230
$111K 0.02%
+10,000
231
$105K 0.02%
10,000
232
$102K 0.02%
24,000
233
$99K 0.02%
13,000
+3,000
234
$98K 0.02%
10,000
-5,000
235
$90K 0.02%
24,189
-54,811
236
$82K 0.01%
15,000
+2,500
237
$77K 0.01%
13,000
+3,000
238
$73K 0.01%
+11,000
239
$63K 0.01%
12,284
-7,716
240
$59K 0.01%
12,500
241
$52K 0.01%
1,250
-576
242
$44K 0.01%
18,641
243
$33K 0.01%
10,000
244
$29K ﹤0.01%
13,245,781
-49,344
245
$20K ﹤0.01%
100,000
246
$14K ﹤0.01%
100,053
247
$12K ﹤0.01%
100,000
248
$10K ﹤0.01%
125,000
249
$10K ﹤0.01%
+40,000
250
$10K ﹤0.01%
225,000
8 9
10
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