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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K 0.01%
90
-2,137
327
$13K 0.01%
323
328
$13K 0.01%
23
329
$13K 0.01%
241
+1
330
$12K ﹤0.01%
+23
331
$12K ﹤0.01%
208
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332
$12K ﹤0.01%
865
333
$12K ﹤0.01%
225
-8,271
334
$12K ﹤0.01%
57,906
-500
335
$12K ﹤0.01%
100,000
336
$12K ﹤0.01%
155,682
337
$12K ﹤0.01%
220,206
338
$12K ﹤0.01%
250,000
339
$11K ﹤0.01%
40
-1,476
340
$11K ﹤0.01%
21
341
$11K ﹤0.01%
70,000
342
$10K ﹤0.01%
225,000
343
$9K ﹤0.01%
43
+1
344
$9K ﹤0.01%
15
345
$9K ﹤0.01%
415
346
$9K ﹤0.01%
103,000
347
$9K ﹤0.01%
150,000
348
$8K ﹤0.01%
42
349
$8K ﹤0.01%
53
350
$8K ﹤0.01%
35,000
12 13
14
15 16