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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
1,000
402
$9K ﹤0.01%
415
403
$9K ﹤0.01%
150,000
404
$8K ﹤0.01%
89,300
405
$8K ﹤0.01%
+250,000
406
$8K ﹤0.01%
112,404
407
$8K ﹤0.01%
112
408
$8K ﹤0.01%
97,000
409
$8K ﹤0.01%
103,000
410
$8K ﹤0.01%
73,754
411
$7K ﹤0.01%
2,850
412
$7K ﹤0.01%
950
413
$7K ﹤0.01%
200,000
414
$7K ﹤0.01%
90,000
415
$6K ﹤0.01%
55,122
416
$6K ﹤0.01%
+64,658
417
$6K ﹤0.01%
78,664
418
$6K ﹤0.01%
100,000
419
$6K ﹤0.01%
125,000
420
$5K ﹤0.01%
37,560
421
$5K ﹤0.01%
24,100
422
$5K ﹤0.01%
144,389
423
$5K ﹤0.01%
125,000
424
$5K ﹤0.01%
100,000
425
$5K ﹤0.01%
75,000
15 16
17
18 19