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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$312K 0.07%
+3,462
302
$310K 0.07%
30,000
+15,000
303
$309K 0.07%
7,912
304
$309K 0.07%
3,831
-2,145
305
$305K 0.07%
1,302
-14,184
306
$305K 0.07%
30,000
307
$304K 0.07%
33,852
+201
308
$302K 0.07%
3,478
-2,328
309
$300K 0.07%
+2,220
310
$298K 0.07%
+7,023
311
$297K 0.07%
+30,000
312
$296K 0.07%
+1,839
313
$296K 0.07%
12,000
314
$295K 0.07%
+29,747
315
$294K 0.07%
+34,923
316
$294K 0.07%
+49
317
$288K 0.06%
+2,000
318
$287K 0.06%
6,125
-943
319
$286K 0.06%
27,385
+8,248
320
$285K 0.06%
4,451
+145
321
$280K 0.06%
+18,044
322
$280K 0.06%
5,130
-813
323
$280K 0.06%
5,596
+622
324
$280K 0.06%
21,530
+20,773
325
$278K 0.06%
+1,185
11 12
13
14 15