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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$328K 0.1%
9,324
-920
252
$328K 0.1%
32,677
253
$323K 0.1%
30,019
254
$323K 0.1%
1,007
-42
255
$318K 0.1%
2,508
+32
256
$318K 0.1%
15,000
257
$318K 0.1%
13,942
-2,634
258
$317K 0.1%
2,696
-190
259
$315K 0.1%
12,920
-180
260
$313K 0.09%
6,460
+105
261
$310K 0.09%
13,022
+449
262
$307K 0.09%
5,386
-559
263
$307K 0.09%
6,625
+91
264
$304K 0.09%
30,000
265
$302K 0.09%
65,632
+10,739
266
$300K 0.09%
36,884
-4,531
267
$295K 0.09%
1,391
-131
268
$291K 0.09%
945
-319
269
$285K 0.09%
1,105
-269
270
$284K 0.09%
847
-54
271
$283K 0.09%
27,385
272
$281K 0.09%
6,166
-1,000
273
$280K 0.08%
10,582
+295
274
$277K 0.08%
2,921
+69
275
$273K 0.08%
6,804
-299
9 10
11
12 13