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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
150,000
352
$7K ﹤0.01%
24
353
$7K ﹤0.01%
61
+1
354
$7K ﹤0.01%
78,664
355
$6K ﹤0.01%
14
-2
356
$6K ﹤0.01%
40,000
357
$6K ﹤0.01%
129,158
358
$6K ﹤0.01%
54
359
$6K ﹤0.01%
67
+6
360
$6K ﹤0.01%
26
361
$6K ﹤0.01%
79
-5,110
362
$6K ﹤0.01%
144,389
363
$5K ﹤0.01%
31
364
$5K ﹤0.01%
16
365
$5K ﹤0.01%
52
+9
366
$5K ﹤0.01%
74
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367
$5K ﹤0.01%
117
-3
368
$5K ﹤0.01%
105
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369
$5K ﹤0.01%
440
-102,953
370
$5K ﹤0.01%
137
371
$5K ﹤0.01%
+227
372
$5K ﹤0.01%
11
-1
373
$5K ﹤0.01%
24
-2
374
$5K ﹤0.01%
62
+6
375
$5K ﹤0.01%
10
13 14
15
16 17