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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
42,000
327
$1K ﹤0.01%
51,998
328
$1K ﹤0.01%
50,000
329
– –
-30,000
330
– –
-114,600
331
$0 ﹤0.01%
20,000
332
– –
-5,552
333
– –
-73,598
334
– –
-50,000
335
– –
-25,000
336
– –
-10,000
337
$0 ﹤0.01%
12,500
338
– –
-6,500
339
– –
-210,503
340
$0 ﹤0.01%
50,000
341
– –
-26,481
342
– –
-5,000
343
– –
-12,500
344
– –
-1,506
345
$0 ﹤0.01%
17,500
346
$0 ﹤0.01%
113,334
347
$0 ﹤0.01%
45,000
348
$0 ﹤0.01%
37,560
349
– –
-15,933
350
– –
-155,682
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