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
451
$2K ﹤0.01%
+14
452
$2K ﹤0.01%
54
453
$2K ﹤0.01%
56
454
$2K ﹤0.01%
49
-50
455
$2K ﹤0.01%
75,000
456
$2K ﹤0.01%
11
-1
457
$2K ﹤0.01%
30
+12
458
$2K ﹤0.01%
10
+1
459
$2K ﹤0.01%
66
+11
460
$2K ﹤0.01%
13
+2
461
$2K ﹤0.01%
47
+29
462
$2K ﹤0.01%
+22
463
$2K ﹤0.01%
12
464
$2K ﹤0.01%
268
465
$2K ﹤0.01%
+50,000
466
$2K ﹤0.01%
16
+9
467
$2K ﹤0.01%
+10
468
$2K ﹤0.01%
+27
469
$2K ﹤0.01%
+40
470
$2K ﹤0.01%
100,000
471
$2K ﹤0.01%
97,000
472
$2K ﹤0.01%
100,000
473
$2K ﹤0.01%
20,000
474
$2K ﹤0.01%
36,779
475
$2K ﹤0.01%
78,664
17 18
19
20 21