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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$101K 0.03%
10,000
402
$100K 0.03%
10,000
403
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10,000
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$100K 0.03%
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405
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10,000
406
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10,000
408
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9,563
-9,564
409
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9,500
410
$93K 0.02%
+24,428
411
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17,157
-7,006
412
$81K 0.02%
8,215
413
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8,000
414
$69K 0.02%
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415
$67K 0.02%
1,105
-2,615
416
$66K 0.02%
+1,496
417
$63K 0.02%
3,000
-4,500
418
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419
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420
$55K 0.01%
5,500
421
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950
422
$51K 0.01%
+300,000
423
$51K 0.01%
175,577
+75,477
424
$50K 0.01%
+5,000
425
$50K 0.01%
5,000
-5,000
15 16
17
18 19