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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
37,500
252
$6K ﹤0.01%
125,000
253
$6K ﹤0.01%
225,000
254
$5K ﹤0.01%
75,000
255
$5K ﹤0.01%
78,664
256
$4K ﹤0.01%
62,500
257
$4K ﹤0.01%
50,000
258
$4K ﹤0.01%
30,000
259
$4K ﹤0.01%
100,000
260
$4K ﹤0.01%
75,000
261
$3K ﹤0.01%
15,000
262
$3K ﹤0.01%
+55,000
263
$3K ﹤0.01%
144,389
264
$3K ﹤0.01%
97,000
265
$2K ﹤0.01%
40,000
266
$2K ﹤0.01%
54,050
267
$2K ﹤0.01%
99,705
268
$2K ﹤0.01%
78,664
269
$2K ﹤0.01%
37,560
270
$1K ﹤0.01%
45,174
271
$1K ﹤0.01%
74,000
272
$1K ﹤0.01%
150,000
273
$1K ﹤0.01%
55,122
274
$1K ﹤0.01%
31,250
275
$1K ﹤0.01%
75,000
9 10
11
12 13