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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
150,000
277
$2K ﹤0.01%
75,000
278
$2K ﹤0.01%
35,000
279
$2K ﹤0.01%
54,050
280
$2K ﹤0.01%
97,000
281
$2K ﹤0.01%
99,705
282
$2K ﹤0.01%
37,500
283
$2K ﹤0.01%
45,800
284
$2K ﹤0.01%
50,000
285
$2K ﹤0.01%
35,000
286
$1K ﹤0.01%
31,250
287
$1K ﹤0.01%
24,100
288
$1K ﹤0.01%
+40,000
289
$1K ﹤0.01%
49,952
290
$1K ﹤0.01%
74,000
291
$1K ﹤0.01%
55,122
292
$1K ﹤0.01%
12,210
293
$1K ﹤0.01%
+42,000
294
$1K ﹤0.01%
30,000
295
$1K ﹤0.01%
50,000
296
$1K ﹤0.01%
20,000
297
$1K ﹤0.01%
18,750
298
$1K ﹤0.01%
15,000
299
$1K ﹤0.01%
100,000
300
$1K ﹤0.01%
78,664
10 11
12
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