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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$103K 0.02%
+10,000
252
$102K 0.02%
24,000
+12,000
253
$87K 0.02%
+1,826
254
$69K 0.01%
10,000
255
$64K 0.01%
+10,000
256
$62K 0.01%
10,000
257
$62K 0.01%
12,500
258
$61K 0.01%
40,079
259
$60K 0.01%
+18,641
260
$55K 0.01%
13,295,125
+115,823
261
$48K 0.01%
12,500
+2,500
262
$36K 0.01%
201,336
263
$25K ﹤0.01%
100,000
264
$20K ﹤0.01%
200,000
265
$20K ﹤0.01%
389,264
266
$16K ﹤0.01%
100,053
267
$16K ﹤0.01%
100,000
268
$14K ﹤0.01%
97,000
269
$12K ﹤0.01%
77,500
270
$12K ﹤0.01%
75,000
271
$11K ﹤0.01%
200
272
$11K ﹤0.01%
225,000
273
$10K ﹤0.01%
42,000
274
$9K ﹤0.01%
175,577
275
$8K ﹤0.01%
75,000
9 10
11
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