SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
+5.57%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$427M
AUM Growth
+$96.9M
(+29%)
Cap. Flow
+$81.3M
Cap. Flow
% of AUM
19.02%
Top 10 Holdings %
Top 10 Hldgs %
22.33%
Holding
868
New
365
Increased
207
Reduced
55
Closed
72
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$4.24M |
| 2 |
Innovator US Equity Power Buffer ETF March
PMAR
|
+$3.85M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.53M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.2M |
| 5 |
KLTO
Klotho Neurosciences, Inc. Common Stock
KLTO
|
+$3.1M |
Top Sells
Sector Composition
| 1 | Financials | 14.35% |
| 2 | Healthcare | 8.41% |
| 3 | Technology | 6.31% |
| 4 | Industrials | 5.46% |
| 5 | Communication Services | 4.78% |
