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
301
$22K 0.01%
185
-2
302
$21K 0.01%
228
303
$21K 0.01%
42
-2,024
304
$20K 0.01%
1,627
305
$20K 0.01%
12,468
306
$20K 0.01%
38
-475
307
$20K 0.01%
+1,263
308
$19K 0.01%
+275
309
$18K 0.01%
415
310
$18K 0.01%
+2,200
311
$18K 0.01%
220
-3,000
312
$18K 0.01%
270
313
$17K 0.01%
20
314
$17K 0.01%
102
+3
315
$17K 0.01%
112
-5,356
316
$16K 0.01%
112
-17,889
317
$16K 0.01%
+188
318
$16K 0.01%
89
319
$15K 0.01%
62,500
320
$15K 0.01%
49
-1,081
321
$15K 0.01%
72
322
$15K 0.01%
75,000
323
$15K 0.01%
1,400
324
$14K 0.01%
75,000
325
$14K 0.01%
14
11 12
13
14 15