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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$237K 0.06%
37,812
+1,347
352
$237K 0.06%
2,498
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$235K 0.06%
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-4,752
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355
$232K 0.06%
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-284
356
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357
$227K 0.06%
1,873
-115
358
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+2,050
359
$226K 0.06%
3,103
-215
360
$225K 0.06%
3,997
-495
361
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5,317
362
$223K 0.06%
9,548
-1,661
363
$222K 0.06%
+4,406
364
$220K 0.06%
15,233
365
$219K 0.06%
+1,919
366
$218K 0.06%
480
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$213K 0.06%
1,135
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368
$212K 0.06%
8,654
-2,977
369
$211K 0.06%
14,895
-999
370
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4,160
-77,769
371
$205K 0.05%
+20,046
372
$202K 0.05%
1,939
-7
373
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+3,476
374
$198K 0.05%
20,000
375
$197K 0.05%
20,000
13 14
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