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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$194K 0.06%
55,223
+7,817
327
$193K 0.06%
1,976
+95
328
$189K 0.06%
2,032
-223
329
$184K 0.06%
36,267
-3,460
330
$173K 0.05%
17,500
331
$170K 0.05%
25,139
+1,071
332
$162K 0.05%
+317
333
$152K 0.05%
+15,000
334
$144K 0.04%
16,861
-984
335
$140K 0.04%
21,079
-2,163
336
$138K 0.04%
13,709
337
$136K 0.04%
6,000
+3,000
338
$132K 0.04%
+13,500
339
$107K 0.03%
10,463
340
$106K 0.03%
15
341
$103K 0.03%
10,000
342
$103K 0.03%
10,000
343
$102K 0.03%
10,000
344
$102K 0.03%
10,000
345
$101K 0.03%
10,100
346
$101K 0.03%
10,000
347
$95K 0.03%
9,500
348
$91K 0.03%
9,000
349
$87K 0.03%
57,906
350
$79K 0.02%
17,157
12 13
14
15 16