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
376
$5K ﹤0.01%
30
+3
377
$5K ﹤0.01%
11
378
$5K ﹤0.01%
20
379
$5K ﹤0.01%
125,000
380
$5K ﹤0.01%
100,000
381
$5K ﹤0.01%
75,000
382
$5K ﹤0.01%
+56,250
383
$5K ﹤0.01%
150,000
384
$4K ﹤0.01%
80
-7,200
385
$4K ﹤0.01%
74,000
386
$4K ﹤0.01%
48
-1
387
$4K ﹤0.01%
25
388
$4K ﹤0.01%
31,250
389
$4K ﹤0.01%
45
+4
390
$4K ﹤0.01%
78
391
$4K ﹤0.01%
27
392
$4K ﹤0.01%
103
393
$4K ﹤0.01%
22
394
$4K ﹤0.01%
34
395
$4K ﹤0.01%
115
+62
396
$4K ﹤0.01%
257
+12
397
$4K ﹤0.01%
49
398
$4K ﹤0.01%
77,500
399
$4K ﹤0.01%
465
400
$4K ﹤0.01%
38
14 15
16
17 18