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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-865
302
– –
-201,336
303
– –
-20
304
– –
-12,239
305
– –
-13
306
– –
-2,667
307
– –
-72
308
– –
-22
309
– –
-27
310
– –
-640
311
– –
-415
312
– –
-225
313
– –
-78
314
– –
-4,764
315
– –
-4,430
316
– –
-52,364
317
– –
-40
318
– –
-5,144
319
– –
-185
320
– –
-19
321
– –
-30
322
$0 ﹤0.01%
+12,500
323
– –
-36
324
– –
-21
325
– –
-6,500
11 12
13
14 15