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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
500
427
$5K ﹤0.01%
11,785
428
$4K ﹤0.01%
124,052
429
$4K ﹤0.01%
+50,000
430
$4K ﹤0.01%
100,000
431
$4K ﹤0.01%
45,800
432
$4K ﹤0.01%
103,000
433
$4K ﹤0.01%
+12,500
434
$4K ﹤0.01%
74,999
435
$4K ﹤0.01%
72,409
436
$3K ﹤0.01%
100,053
437
$3K ﹤0.01%
+62,500
438
$3K ﹤0.01%
1
439
$3K ﹤0.01%
77,500
440
$3K ﹤0.01%
54,050
441
$3K ﹤0.01%
125,000
442
$3K ﹤0.01%
78,664
443
$3K ﹤0.01%
+50,000
444
$3K ﹤0.01%
41,500
445
$2K ﹤0.01%
+78
446
$2K ﹤0.01%
51,998
447
$2K ﹤0.01%
35,000
448
$2K ﹤0.01%
65,968
449
$2K ﹤0.01%
+7,500
450
$2K ﹤0.01%
100,000
16 17
18
19 20