SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
-0.47%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$356M
AUM Growth
+$141M
(+66%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
37.58%
Top 10 Holdings %
Top 10 Hldgs %
19.36%
Holding
454
New
166
Increased
146
Reduced
46
Closed
87
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$10.1M |
| 2 |
Apple
AAPL
|
$6.17M |
| 3 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$4.36M |
| 4 |
MSPR
MSP Recovery, Inc. Class A Common Stock
MSPR
|
$4.2M |
| 5 |
Tesla
TSLA
|
$3.64M |
Top Sells
Sector Composition
| 1 | Financials | 10.95% |
| 2 | Technology | 8.53% |
| 3 | Healthcare | 5.63% |
| 4 | Communication Services | 5.59% |
| 5 | Consumer Discretionary | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Willis Towers Watson
WTW
$31.9B
| – | – |
-140
| Closed | -$32K |
|
427
Materials Select Sector SPDR Fund
XLB
$5.46B
| – | – |
-113
| Closed | -$9K |
|
428
Industrial Select Sector SPDR Fund
XLI
$23B
| – | – |
-16,631
| Closed | -$1.64M |
|
429
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| – | – |
-460
| Closed | -$31K |
|
430
Exxon Mobil
XOM
$477B
| – | – |
-3,871
| Closed | -$216K |
|
431
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
| – | – |
-36,855
| Closed | -$1.5M |
|
432
Zillow
ZG
$19.6B
| – | – |
-8,689
| Closed | -$1.14M |
|