SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.19M
3
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

1
+$4.71M
2
+$4.14M
3
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
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327
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-84,781
328
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329
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-61,105
330
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-2,560
331
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-68,582
332
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-4,034
333
$0 ﹤0.01%
+12,500
334
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-12,500
335
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-2,310
336
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337
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-57,906
338
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-13,245,781
339
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-3,188
340
$0 ﹤0.01%
100,000
341
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342
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345
$0 ﹤0.01%
+57,004
346
$0 ﹤0.01%
+113,334
347
$0 ﹤0.01%
+45,000
348
– –
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349
$0 ﹤0.01%
+35,000
350
– –
-50,000
12 13
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15 16