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
326
$277K 0.06%
+545
327
$271K 0.06%
16,429
+15,559
328
$271K 0.06%
14,744
+13,666
329
$269K 0.06%
+16,250
330
$267K 0.06%
+5,422
331
$264K 0.06%
26,746
332
$262K 0.06%
+2,132
333
$260K 0.06%
5,007
-163
334
$260K 0.06%
12,414
335
$258K 0.06%
25,000
336
$256K 0.06%
1,483
+60
337
$255K 0.06%
+7,596
338
$254K 0.06%
+25,000
339
$253K 0.06%
+8,575
340
$252K 0.06%
+25,000
341
$252K 0.06%
+25,000
342
$252K 0.06%
25,000
343
$250K 0.06%
25,000
344
$249K 0.06%
+2,636
345
$248K 0.06%
3,476
346
$248K 0.06%
25,000
347
$248K 0.06%
25,000
+5,000
348
$247K 0.06%
25,000
349
$246K 0.06%
25,000
350
$245K 0.06%
+16,142
12 13
14
15 16