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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
125,000
277
$7K ﹤0.01%
45,174
278
$7K ﹤0.01%
803,337
279
$6K ﹤0.01%
+56,250
280
$6K ﹤0.01%
+75,000
281
$6K ﹤0.01%
100,000
282
$6K ﹤0.01%
35,000
283
$5K ﹤0.01%
72,031
284
$5K ﹤0.01%
150,000
285
$5K ﹤0.01%
144,389
286
$5K ﹤0.01%
27,385
287
$4K ﹤0.01%
62,500
288
$4K ﹤0.01%
12,500
289
$4K ﹤0.01%
57,906
290
$4K ﹤0.01%
50,000
291
$4K ﹤0.01%
30,000
292
$4K ﹤0.01%
100,000
293
$4K ﹤0.01%
78,664
294
$3K ﹤0.01%
64,658
295
$3K ﹤0.01%
54,050
296
$3K ﹤0.01%
99,705
297
$3K ﹤0.01%
45,800
298
$3K ﹤0.01%
100,000
299
$3K ﹤0.01%
+155,682
300
$3K ﹤0.01%
15,000
10 11
12
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