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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
50,000
302
$2K ﹤0.01%
+35,000
303
$2K ﹤0.01%
50,000
304
$2K ﹤0.01%
+103,000
305
$2K ﹤0.01%
40,000
306
$2K ﹤0.01%
125,000
307
$2K ﹤0.01%
97,000
308
$2K ﹤0.01%
37,500
309
$2K ﹤0.01%
57,004
310
$2K ﹤0.01%
150,000
311
$1K ﹤0.01%
35,000
312
$1K ﹤0.01%
50,000
313
$1K ﹤0.01%
74,000
314
$1K ﹤0.01%
55,122
315
$1K ﹤0.01%
31,250
316
$1K ﹤0.01%
75,000
317
$1K ﹤0.01%
24,100
318
$1K ﹤0.01%
45,000
319
$1K ﹤0.01%
49,952
320
$1K ﹤0.01%
12,210
321
$1K ﹤0.01%
30,000
322
$1K ﹤0.01%
18,750
323
$1K ﹤0.01%
15,000
324
$1K ﹤0.01%
36,779
325
$1K ﹤0.01%
78,664
11 12
13
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