SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
+6.58%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$13.7M
(+6.4%)
Cap. Flow
+$4.98M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
26.86%
Holding
332
New
38
Increased
161
Reduced
54
Closed
36
Top Buys
Top Sells
| 1 |
iShares Convertible Bond ETF
ICVT
|
$2.95M |
| 2 |
ATAC US Rotation ETF
RORO
|
$2.88M |
| 3 |
Fidelity Small-Mid Multifactor ETF
FSMD
|
$2.11M |
| 4 |
Vanguard Growth ETF
VUG
|
$2.02M |
| 5 |
Vanguard Value ETF
VTV
|
$1.01M |
Sector Composition
| 1 | Technology | 7.54% |
| 2 | Financials | 5.8% |
| 3 | Communication Services | 5.02% |
| 4 | Industrials | 4.91% |
| 5 | Consumer Discretionary | 4.28% |
