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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.94M
3
+$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Top Sells

1
+$17.5M
2
+$12.4M
3
+$6.31M
4
PPYA
Papaya Growth Opportunity Corp. I Class A Common Stock
PPYA
+$3.23M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.1M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-1,666
327
– –
-9,000
328
– –
-49,618
329
– –
-24,500
330
– –
-24,593
331
$0 ﹤0.01%
12,500
332
– –
-12,500
333
$0 ﹤0.01%
50,000
334
– –
-103,000
335
– –
-150,000
336
– –
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337
$0 ﹤0.01%
+175,577
338
– –
-12,500
339
– –
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340
$0 ﹤0.01%
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341
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342
$0 ﹤0.01%
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343
$0 ﹤0.01%
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344
$0 ﹤0.01%
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345
$0 ﹤0.01%
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346
$0 ﹤0.01%
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347
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348
$0 ﹤0.01%
11,785
349
– –
-150,000
350
$0 ﹤0.01%
+250,000
10 11 12 13
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