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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$245K 0.06%
2,072
-6,190
352
$245K 0.06%
+907
353
$243K 0.05%
+3,669
354
$243K 0.05%
+24,421
355
$241K 0.05%
+1,785
356
$230K 0.05%
+6,400
357
$228K 0.05%
+32,448
358
$228K 0.05%
+4,168
359
$226K 0.05%
339
-202
360
$223K 0.05%
393
-491
361
$223K 0.05%
+2,514
362
$219K 0.05%
12,151
-15,945
363
$219K 0.05%
12,091
-14,197
364
$218K 0.05%
10,000
-500
365
$213K 0.05%
+4,500
366
$209K 0.05%
5,909
367
$208K 0.05%
7,158
-6,208
368
$208K 0.05%
+752
369
$208K 0.05%
+823
370
$207K 0.05%
+2,500
371
$206K 0.05%
20,000
372
$201K 0.05%
+3,415
373
$201K 0.05%
20,000
374
$201K 0.05%
19,592
375
$200K 0.05%
+6,500
13 14
15
16 17