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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$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
– –
-4,034
352
$0 ﹤0.01%
+12,500
353
– –
-12,500
354
– –
-2,310
355
– –
-4,000
356
– –
-57,906
357
– –
-13,245,781
358
– –
-179,604
359
$0 ﹤0.01%
45,800
360
$0 ﹤0.01%
20,000
361
– –
-16,588
362
– –
-25,000
363
– –
-18,750
364
– –
-36,779
365
– –
-100,000
366
$0 ﹤0.01%
+57,004
367
$0 ﹤0.01%
+113,334
368
$0 ﹤0.01%
+45,000
369
– –
-70,000
370
$0 ﹤0.01%
+35,000
371
– –
-50,000
372
$0 ﹤0.01%
+389,264
373
– –
-100,000
374
$0 ﹤0.01%
+72,500
375
$0 ﹤0.01%
+72,409
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15
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