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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38K 0.02%
1,231
277
$36K 0.01%
220
-1,261
278
$35K 0.01%
100,000
279
$35K 0.01%
6,000
280
$34K 0.01%
202
-4,903
281
$34K 0.01%
1,020
-11,973
282
$34K 0.01%
200,000
283
$33K 0.01%
234
-2
284
$33K 0.01%
210,503
285
$32K 0.01%
1,948
286
$31K 0.01%
9,176
287
$30K 0.01%
148
-1,732
288
$30K 0.01%
145,000
289
$28K 0.01%
489
-6
290
$26K 0.01%
640
291
$25K 0.01%
440
-17,800
292
$24K 0.01%
292
-27
293
$24K 0.01%
213
+2
294
$24K 0.01%
431
295
$24K 0.01%
2,994
-17,313
296
$24K 0.01%
97,000
297
$23K 0.01%
125,000
298
$23K 0.01%
389,264
299
$22K 0.01%
361
300
$22K 0.01%
382
10 11
12
13 14