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
401
$4K ﹤0.01%
49,952
402
$4K ﹤0.01%
31
+1
403
$4K ﹤0.01%
257
-12,919
404
$4K ﹤0.01%
53
405
$4K ﹤0.01%
19
-2,315
406
$4K ﹤0.01%
+36
407
$4K ﹤0.01%
50,000
408
$4K ﹤0.01%
99,705
409
$4K ﹤0.01%
100,000
410
$4K ﹤0.01%
37,500
411
$4K ﹤0.01%
161
412
$4K ﹤0.01%
2,850
413
$4K ﹤0.01%
50,000
414
$3K ﹤0.01%
37,560
415
$3K ﹤0.01%
15,933
416
$3K ﹤0.01%
450
417
$3K ﹤0.01%
103,000
418
$3K ﹤0.01%
54
419
$3K ﹤0.01%
+12
420
$3K ﹤0.01%
24
421
$3K ﹤0.01%
15
-1,304
422
$3K ﹤0.01%
115
423
$3K ﹤0.01%
53
424
$3K ﹤0.01%
+57
425
$3K ﹤0.01%
82
15 16
17
18 19