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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+64,658
277
$1K ﹤0.01%
49,952
278
$1K ﹤0.01%
12,210
279
$1K ﹤0.01%
42,000
280
$1K ﹤0.01%
30,000
281
$1K ﹤0.01%
40,000
282
$1K ﹤0.01%
50,000
283
$1K ﹤0.01%
100,000
284
$1K ﹤0.01%
15,000
285
$1K ﹤0.01%
100,000
286
$1K ﹤0.01%
+51,998
287
– –
-17,012
288
– –
-50,000
289
– –
-20,241
290
– –
-4,628
291
– –
-3,188
292
$0 ﹤0.01%
100,000
293
– –
-134,482
294
– –
-43,632
295
– –
-11,394
296
– –
-30,000
297
– –
-17,014
298
– –
-1,837
299
– –
-14,958
300
– –
-4,235
10 11
12
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