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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$350K 0.09%
35,000
277
$349K 0.09%
+1,324
278
$347K 0.09%
15,000
279
$346K 0.09%
33,652
-146
280
$345K 0.09%
3,121
+3,091
281
$345K 0.09%
+1,732
282
$344K 0.09%
+122,603
283
$342K 0.09%
+1,735
284
$341K 0.09%
1,627
-1,071
285
$340K 0.09%
1,648
+225
286
$339K 0.09%
34,332
287
$334K 0.09%
1,115
-48
288
$334K 0.09%
4,196
+1,748
289
$332K 0.09%
773
-1,058
290
$331K 0.09%
11,970
+7,443
291
$330K 0.09%
4,343
-709
292
$328K 0.09%
6,102
-12,748
293
$328K 0.09%
1,791
+22
294
$327K 0.09%
284
+19
295
$324K 0.09%
38,611
-387
296
$322K 0.08%
+10,116
297
$320K 0.08%
32,677
298
$316K 0.08%
2,665
-1,735
299
$315K 0.08%
+30,019
300
$314K 0.08%
19,125
-51
10 11
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