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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K 0.01%
2,376
-184
402
$30K 0.01%
630
-60
403
$29K 0.01%
1,118
+13
404
$29K 0.01%
950
405
$27K 0.01%
9,176
406
$26K 0.01%
1,044
-6,084
407
$26K 0.01%
192
408
$26K 0.01%
640
-12,250
409
$25K 0.01%
151
410
$25K 0.01%
595,702
411
$25K 0.01%
112,404
412
$25K 0.01%
605
413
$24K 0.01%
+250
414
$23K 0.01%
650
-50
415
$22K 0.01%
597
416
$22K 0.01%
197
417
$20K 0.01%
2,000
418
$18K 0.01%
+15
419
$18K 0.01%
1,880
420
$18K 0.01%
11,785
421
$15K ﹤0.01%
175,577
422
$15K ﹤0.01%
100,053
423
$15K ﹤0.01%
+31,250
424
$15K ﹤0.01%
676
-61
425
$15K ﹤0.01%
199
-2,475
15 16
17
18 19