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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
46
-5
427
$3K ﹤0.01%
49
+1
428
$3K ﹤0.01%
45
429
$3K ﹤0.01%
+32
430
$3K ﹤0.01%
74
-64
431
$3K ﹤0.01%
21
432
$3K ﹤0.01%
71
+10
433
$3K ﹤0.01%
14
434
$3K ﹤0.01%
35
435
$3K ﹤0.01%
22
-12
436
$3K ﹤0.01%
78
437
$3K ﹤0.01%
27,385
438
$3K ﹤0.01%
54,050
439
$3K ﹤0.01%
103
440
$3K ﹤0.01%
85
441
$3K ﹤0.01%
78
442
$3K ﹤0.01%
30
443
$3K ﹤0.01%
353
444
$3K ﹤0.01%
45,800
445
$3K ﹤0.01%
57,004
446
$3K ﹤0.01%
113,334
447
$3K ﹤0.01%
5,000
448
$3K ﹤0.01%
31
+5
449
$2K ﹤0.01%
32
-3,375
450
$2K ﹤0.01%
12
-4
16 17
18
19 20