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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$53K 0.01%
+5,000
427
$51K 0.01%
+5,000
428
$50K 0.01%
12,400
-100
429
$49K 0.01%
+935
430
$49K 0.01%
+5,000
431
$48K 0.01%
+9,176
432
$47K 0.01%
+4,781
433
$46K 0.01%
+97,020
434
$42K 0.01%
103,000
435
$41K 0.01%
+197
436
$40K 0.01%
+597
437
$40K 0.01%
+667
438
$40K 0.01%
+4,000
439
$37K 0.01%
+605
440
$35K 0.01%
+106
441
$33K 0.01%
+116
442
$32K 0.01%
+97,020
443
$32K 0.01%
+100,000
444
$32K 0.01%
+3,183
445
$31K 0.01%
+151
446
$26K 0.01%
+293
447
$26K 0.01%
+117
448
$25K 0.01%
+31,411
449
$23K 0.01%
+162
450
$23K 0.01%
+101
16 17
18
19 20