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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$200K 0.05%
20,000
+10,000
377
$198K 0.04%
20,000
378
$196K 0.04%
+5,768
379
$192K 0.04%
+19,127
380
$188K 0.04%
+11,000
381
$182K 0.04%
+7,500
382
$175K 0.04%
17,500
383
$173K 0.04%
+1,057
384
$167K 0.04%
+13,000
385
$166K 0.04%
+2,241
386
$164K 0.04%
16,500
387
$161K 0.04%
+499
388
$161K 0.04%
+2,995
389
$158K 0.04%
+10,000
390
$156K 0.04%
+3,000
391
$153K 0.03%
15,000
392
$152K 0.03%
15,000
393
$151K 0.03%
+25,602
394
$140K 0.03%
13,709
395
$134K 0.03%
+7,500
396
$126K 0.03%
12,500
397
$122K 0.03%
23,242
398
$120K 0.03%
12,000
399
$118K 0.03%
2,076
-41,244
400
$114K 0.03%
950
+450
14 15
16
17 18