SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
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
+$5.73M
2
+$4.19M
3
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

1
+$4.71M
2
+$4.14M
3
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$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
351
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352
– –
-4,034
353
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+12,500
354
– –
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355
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356
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357
– –
-57,906
358
– –
-13,245,781
359
– –
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360
$0 ﹤0.01%
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361
– –
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$0 ﹤0.01%
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363
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364
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374
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+389,264
375
– –
-100,000
12 13 14
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