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
451
$7K ﹤0.01%
144,389
452
$7K ﹤0.01%
103,000
+53,000
453
$7K ﹤0.01%
+20,000
454
$6K ﹤0.01%
100,000
455
$6K ﹤0.01%
100,000
456
$6K ﹤0.01%
2,850
-91,158
457
$6K ﹤0.01%
129,158
458
$6K ﹤0.01%
72,409
459
$6K ﹤0.01%
119,050
460
$6K ﹤0.01%
31,411
461
$6K ﹤0.01%
41,882
462
$5K ﹤0.01%
45,800
463
$5K ﹤0.01%
+78,664
464
$5K ﹤0.01%
57,004
465
$5K ﹤0.01%
75,000
466
$5K ﹤0.01%
77,500
467
$5K ﹤0.01%
125,000
468
$5K ﹤0.01%
97,000
469
$5K ﹤0.01%
73,754
470
$5K ﹤0.01%
500
471
$5K ﹤0.01%
90,000
472
$5K ﹤0.01%
+500
473
$5K ﹤0.01%
500
474
$5K ﹤0.01%
124,052
475
$4K ﹤0.01%
1
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19
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