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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$325K 0.1%
32,677
277
$320K 0.09%
54,893
+7,365
278
$319K 0.09%
38,375
+6,671
279
$318K 0.09%
30,019
280
$316K 0.09%
5,779
-37
281
$315K 0.09%
23,641
+4,516
282
$315K 0.09%
2,190
+51
283
$314K 0.09%
3,838
+537
284
$309K 0.09%
15,000
285
$308K 0.09%
1,374
-253
286
$306K 0.09%
12,573
+2,323
287
$306K 0.09%
3,083
-98
288
$305K 0.09%
30,000
289
$301K 0.09%
10,244
+2,890
290
$299K 0.09%
30,000
291
$297K 0.09%
12,000
292
$294K 0.09%
1,264
-8
293
$294K 0.09%
6,723
-859
294
$293K 0.09%
1,049
+175
295
$282K 0.08%
1,338
+203
296
$282K 0.08%
27,385
297
$279K 0.08%
6,355
-45
298
$276K 0.08%
7,166
+883
299
$275K 0.08%
901
+127
300
$272K 0.08%
10,075
+1,421
10 11
12
13 14