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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20K ﹤0.01%
+225,000
252
$20K ﹤0.01%
+15,933
253
$20K ﹤0.01%
+389,264
254
$18K ﹤0.01%
+100,000
255
$16K ﹤0.01%
155,682
256
$15K ﹤0.01%
+75,000
257
$13K ﹤0.01%
+200
258
$12K ﹤0.01%
40,000
259
$11K ﹤0.01%
45,174
260
$11K ﹤0.01%
+125,000
261
$10K ﹤0.01%
+77,500
262
$10K ﹤0.01%
+100,000
263
$9K ﹤0.01%
+150,000
264
$9K ﹤0.01%
64,658
265
$9K ﹤0.01%
+70,000
266
$7K ﹤0.01%
+75,000
267
$7K ﹤0.01%
+27,385
268
$7K ﹤0.01%
113,334
269
$7K ﹤0.01%
+37,560
270
$7K ﹤0.01%
+35,000
271
$5K ﹤0.01%
50,000
272
$5K ﹤0.01%
78,664
273
$5K ﹤0.01%
+42,000
274
$5K ﹤0.01%
+150,000
275
$4K ﹤0.01%
54,050