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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$240K 0.07%
+3,795
327
$239K 0.07%
1,127
-47
328
$237K 0.07%
3,555
+404
329
$226K 0.07%
3,296
-1,865
330
$223K 0.07%
+928
331
$221K 0.06%
23,581
+4,335
332
$220K 0.06%
47,406
+9,594
333
$219K 0.06%
1,043
-81
334
$219K 0.06%
42,268
+6,794
335
$218K 0.06%
+2,704
336
$214K 0.06%
+18,177
337
$208K 0.06%
2,255
+316
338
$208K 0.06%
+2,964
339
$207K 0.06%
7,698
+1,458
340
$205K 0.06%
+2,052
341
$205K 0.06%
3,476
342
$203K 0.06%
6,006
-367
343
$201K 0.06%
8,155
+1,209
344
$201K 0.06%
20,000
345
$200K 0.06%
+6,011
346
$199K 0.06%
20,000
347
$198K 0.06%
19,592
348
$194K 0.06%
24,068
+4,022
349
$184K 0.05%
11,269
+1,746
350
$181K 0.05%
7,776
+1,569
12 13
14
15 16