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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$267K 0.08%
7,678
-20
277
$265K 0.08%
2,002
-188
278
$263K 0.08%
3,423
-132
279
$263K 0.08%
6,420
280
$261K 0.08%
6,695
+684
281
$260K 0.08%
41,479
-789
282
$258K 0.08%
25,000
283
$257K 0.08%
+1,800
284
$257K 0.08%
25,000
285
$256K 0.08%
+25,000
286
$255K 0.08%
25,000
287
$254K 0.08%
25,000
288
$253K 0.08%
25,000
289
$252K 0.08%
990
-138
290
$252K 0.08%
25,000
291
$252K 0.08%
25,000
292
$251K 0.08%
5,622
-1,101
293
$249K 0.08%
3,843
+48
294
$248K 0.08%
2,194
-510
295
$246K 0.07%
+5,635
296
$242K 0.07%
70,461
-1,890
297
$241K 0.07%
2,015
-37
298
$241K 0.07%
37,937
+710
299
$239K 0.07%
1,424
-506
300
$235K 0.07%
3,710
-1,876
10 11
12
13 14