SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
+5.89%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
-$11.3M
(-5%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
296
New
–
Increased
–
Reduced
2
Closed
8
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$5.6M |
| 2 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$2.78M |
| 3 |
Canadian Pacific Kansas City
CP
|
$1.84M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$680K |
| 5 |
Best Buy
BBY
|
$568K |
Sector Composition
| 1 | Financials | 5.42% |
| 2 | Technology | 5.32% |
| 3 | Communication Services | 5.28% |
| 4 | Industrials | 4.97% |
| 5 | Consumer Discretionary | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Bank of America
BAC
$371B
| – | – |
-9,039
| Closed | -$350K |
|
|
277
Best Buy
BBY
$15.8B
| – | – |
-4,947
| Closed | -$568K |
|
278
Bank of New York Mellon
BK
$73.8B
| – | – |
-9,274
| Closed | -$439K |
|
|
279
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-2,662
| Closed | -$680K |
|
|
280
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$260M
| – | – |
-87,112
| Closed | -$2.78M |
|