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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$382K 0.11%
3,531
+410
252
$380K 0.11%
7,420
+1,212
253
$378K 0.11%
349
+65
254
$376K 0.11%
16,576
-378
255
$371K 0.11%
+68,200
256
$367K 0.11%
4,485
-35,531
257
$365K 0.11%
2,617
-2,585
258
$363K 0.11%
12,674
-34
259
$362K 0.11%
10,196
-1,000
260
$362K 0.11%
+11,311
261
$360K 0.11%
5,945
+921
262
$357K 0.1%
2,939
+274
263
$357K 0.1%
153,979
+31,376
264
$357K 0.1%
35,000
265
$355K 0.1%
35,000
266
$353K 0.1%
12,333
+2,217
267
$352K 0.1%
1,369
+274
268
$352K 0.1%
2,118
+470
269
$346K 0.1%
2,975
+304
270
$344K 0.1%
34,332
271
$342K 0.1%
1,930
+1
272
$338K 0.1%
48,527
+9,162
273
$337K 0.1%
5,061
+718
274
$331K 0.1%
700
-157
275
$326K 0.1%
1,522
-15,035
9 10
11
12 13