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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$415K 0.11%
15,387
+9,330
252
$411K 0.11%
857
-35
253
$410K 0.11%
2,669
+1,008
254
$406K 0.11%
16,954
-960
255
$405K 0.11%
41,047
256
$404K 0.11%
3,462
-22
257
$403K 0.11%
40,000
258
$402K 0.11%
6,392
-7,761
259
$400K 0.11%
+7,354
260
$400K 0.11%
9,116
-351
261
$400K 0.11%
1,793
-70
262
$398K 0.1%
7,225
-6,660
263
$397K 0.1%
12,708
264
$395K 0.1%
1,929
-967
265
$389K 0.1%
1,012
+27
266
$369K 0.1%
5,283
-15
267
$366K 0.1%
1,689
+24
268
$362K 0.1%
+13,372
269
$362K 0.1%
+6,208
270
$361K 0.1%
5,816
-164
271
$359K 0.09%
7,582
-397
272
$359K 0.09%
10,250
+2,433
273
$353K 0.09%
2,139
-39
274
$352K 0.09%
35,000
275
$351K 0.09%
13,025
-2,356
9 10
11
12 13