SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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
$0 ﹤0.01%
+389,264
352
– –
-100,000
353
$0 ﹤0.01%
+72,500
354
$0 ﹤0.01%
+72,409
355
$0 ﹤0.01%
+14,244
356
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+15,000
357
$0 ﹤0.01%
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358
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+11,785
359
– –
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360
$0 ﹤0.01%
150,000
361
– –
-50,000
362
– –
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363
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364
$0 ﹤0.01%
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365
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366
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367
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368
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371
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372
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373
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374
– –
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375
– –
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12 13 14
15
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