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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,896
252
– –
-874
253
– –
-78
254
– –
-10
255
– –
-31
256
– –
-95,475
257
– –
-2,652
258
– –
-27,385
259
– –
-18
260
– –
-431
261
– –
-5,385
262
– –
-12,511
263
– –
-2,994
264
– –
-32,490
265
– –
-2,982
266
– –
-2,636
267
– –
-14
268
– –
-11
269
– –
-33,250
270
– –
-16
271
– –
-103
272
– –
-6,336
273
– –
-257
274
– –
-1,263
275
– –
-12,343
9 10
11
12 13