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
451
$2K ﹤0.01%
65,000
452
$2K ﹤0.01%
1,500
453
$2K ﹤0.01%
56,250
-750
454
$2K ﹤0.01%
+35,000
455
$1K ﹤0.01%
26
456
$1K ﹤0.01%
49,952
457
$1K ﹤0.01%
+100,000
458
$1K ﹤0.01%
+50,000
459
$1K ﹤0.01%
97,000
460
$1K ﹤0.01%
353
-1
461
$1K ﹤0.01%
100,000
462
$1K ﹤0.01%
15,933
463
$1K ﹤0.01%
14,244
464
$1K ﹤0.01%
75,000
465
$1K ﹤0.01%
+17,166
466
$1K ﹤0.01%
34,590
467
$1K ﹤0.01%
25,000
468
$1K ﹤0.01%
100
469
$1K ﹤0.01%
+6,250
470
– –
-35,000
471
– –
-50,000
472
– –
-250,000
473
– –
-2,500
474
– –
-43,895
475
– –
-4,485
17 18
19
20 21