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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$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
– –
-1,792
327
– –
-9,060
328
– –
-480
329
– –
-71
330
– –
-12,284
331
– –
-24,000
332
– –
-16,089
333
– –
-57,687
334
– –
-2,610
335
– –
-211,054
336
– –
-19,900
337
– –
-6,243
338
– –
-16,965
339
– –
-184,563
340
– –
-6,400
341
– –
-8,907
342
– –
-40,151
343
– –
-11,157
344
– –
-30,280
345
– –
-10,000
346
– –
-84,781
347
– –
-5,103
348
– –
-61,105
349
– –
-2,560
350
– –
-68,582
12 13
14
15 16