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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
200,000
252
$10K ﹤0.01%
75,000
253
$9K ﹤0.01%
75,000
254
$9K ﹤0.01%
200
255
$9K ﹤0.01%
97,000
256
$9K ﹤0.01%
35,000
257
$8K ﹤0.01%
50,000
258
$7K ﹤0.01%
75,000
259
$7K ﹤0.01%
175,577
260
$6K ﹤0.01%
62,500
261
$6K ﹤0.01%
27,385
262
$5K ﹤0.01%
72,031
263
$5K ﹤0.01%
144,389
264
$5K ﹤0.01%
36,779
265
$4K ﹤0.01%
30,000
266
$4K ﹤0.01%
100,000
267
$3K ﹤0.01%
57,906
268
$3K ﹤0.01%
125,000
269
$3K ﹤0.01%
100,000
270
$3K ﹤0.01%
78,664
271
$3K ﹤0.01%
37,560
272
$3K ﹤0.01%
15,000
273
$3K ﹤0.01%
150,000
274
$2K ﹤0.01%
40,000
275
$2K ﹤0.01%
45,174
9 10
11
12 13