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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$49K 0.01%
5,000
427
$47K 0.01%
4,781
428
$46K 0.01%
+1,500
429
$44K 0.01%
113
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430
$43K 0.01%
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$41K 0.01%
197
432
$40K 0.01%
100,053
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433
$40K 0.01%
4,000
434
$38K 0.01%
3,101
-2,053
435
$32K 0.01%
+3,183
436
$31K 0.01%
389,264
437
$29K 0.01%
+690
438
$29K 0.01%
700
-300
439
$28K 0.01%
605
440
$28K 0.01%
11,785
441
$27K 0.01%
151
442
$26K 0.01%
2,560
+1,727
443
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192
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444
$26K 0.01%
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445
$25K 0.01%
597
446
$22K 0.01%
197
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448
$20K 0.01%
737
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449
$20K 0.01%
200,000
450
$20K 0.01%
2,000
16 17
18
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