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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$118K 0.05%
1,159
252
$115K 0.05%
874
253
$108K 0.04%
13,675,166
+500
254
$105K 0.04%
+10,000
255
$93K 0.04%
1,975
+245
256
$79K 0.03%
5,000
257
$79K 0.03%
548
-15,559
258
$73K 0.03%
343
259
$69K 0.03%
412
-4,599
260
$66K 0.03%
151
-980
261
$65K 0.03%
930
-4,702
262
$59K 0.02%
3,991
263
$59K 0.02%
70
-771
264
$54K 0.02%
5,905
265
$53K 0.02%
339
266
$50K 0.02%
98
267
$48K 0.02%
1,260
-20
268
$47K 0.02%
5,599
-12,168
269
$45K 0.02%
100,053
270
$45K 0.02%
2,652
271
$45K 0.02%
175,577
272
$43K 0.02%
3,657
273
$41K 0.02%
+45,174
274
$40K 0.02%
693
275
$40K 0.02%
201,336
9 10
11
12 13