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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$162K 0.03%
15,000
227
$151K 0.02%
+20,000
228
$149K 0.02%
93,472
-6,581
229
$123K 0.02%
10,619
230
$115K 0.02%
+15,000
231
$115K 0.02%
+10,895
232
$113K 0.02%
9,960
233
$109K 0.02%
14,058
234
$107K 0.02%
10,000
235
$98K 0.02%
13,000
236
$98K 0.02%
12,500
237
$79K 0.01%
24,189
238
$75K 0.01%
15,000
239
$68K 0.01%
10,000
240
$42K 0.01%
72,031
241
$29K ﹤0.01%
100,000
242
$23K ﹤0.01%
24,100
243
$18K ﹤0.01%
175,577
244
$13K ﹤0.01%
125,000
245
$11K ﹤0.01%
200,000
246
$9K ﹤0.01%
75,000
247
$9K ﹤0.01%
27,385
248
$9K ﹤0.01%
97,000
249
$7K ﹤0.01%
40,000
250
$7K ﹤0.01%
200
8 9
10
11 12