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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
270
427
$14K ﹤0.01%
763
-71
428
$14K ﹤0.01%
1,400
429
$13K ﹤0.01%
200,000
430
$12K ﹤0.01%
865
431
$12K ﹤0.01%
200,000
432
$12K ﹤0.01%
100,000
433
$12K ﹤0.01%
200,000
434
$11K ﹤0.01%
117
435
$10K ﹤0.01%
150,000
436
$10K ﹤0.01%
100,000
437
$10K ﹤0.01%
125,000
438
$10K ﹤0.01%
112
439
$10K ﹤0.01%
+1,000
440
$10K ﹤0.01%
+1,000
441
$10K ﹤0.01%
1,000
442
$9K ﹤0.01%
+24,100
443
$9K ﹤0.01%
415
444
$9K ﹤0.01%
113,334
445
$9K ﹤0.01%
210,503
446
$9K ﹤0.01%
89,300
447
$8K ﹤0.01%
1,500
448
$8K ﹤0.01%
125,000
449
$7K ﹤0.01%
49,952
450
$7K ﹤0.01%
54,050
-8,400
16 17
18
19 20