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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$179K 0.05%
1,208
-724
352
$174K 0.05%
17,500
353
$171K 0.05%
1,881
+341
354
$167K 0.05%
72,351
+22,271
355
$164K 0.05%
16,500
356
$163K 0.05%
+2,500
357
$156K 0.05%
+15,000
358
$151K 0.04%
15,100
359
$151K 0.04%
15,748
+2,644
360
$151K 0.04%
+3,354
361
$150K 0.04%
15,000
362
$145K 0.04%
17,845
-20,766
363
$142K 0.04%
23,242
364
$137K 0.04%
+13,709
365
$126K 0.04%
83,694
+17,959
366
$125K 0.04%
12,500
367
$107K 0.03%
10,000
368
$105K 0.03%
10,463
369
$102K 0.03%
10,000
370
$101K 0.03%
10,000
371
$101K 0.03%
10,000
372
$100K 0.03%
10,100
373
$100K 0.03%
10,000
374
$99K 0.03%
10,000
375
$94K 0.03%
9,500
13 14
15
16 17