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
301
– –
-12,500
302
– –
-2,119
303
– –
-13,950
304
– –
-3,261
305
– –
-47,576
306
– –
-3,746
307
– –
-11,000
308
– –
-4,155
309
– –
-9,012
310
– –
-19,485
311
– –
-5,500
312
– –
-1,178
313
– –
-8,045
314
– –
-9,101
315
– –
-12,580
316
– –
-3,977
317
– –
-10,188
318
– –
-5,421
319
– –
-1,250
320
– –
-8,340
321
– –
-1,875
322
– –
-35,000
323
– –
-20,000
324
– –
-5,069
325
– –
-20,000
11 12
13
14 15