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
$226M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.3M
3
+$2.78M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.03M

Top Sells

1
+$2.95M
2
+$2.88M
3
+$2.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 7.54%
2 Financials 5.8%
3 Communication Services 5.02%
4 Industrials 4.91%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.16%
71,922
+1,526
27
$2.54M 1.12%
21,859
+381
28
$2.49M 1.1%
50,708
+2,664
29
$2.4M 1.06%
58,287
+851
30
$2.29M 1.01%
74,540
+1,474
31
$2.17M 0.96%
14,060
-660
32
$2.17M 0.96%
19,983
-851
33
$2.04M 0.9%
51,644
+2,017
34
$2.02M 0.89%
39,370
+985
35
$2.01M 0.89%
14,864
+615
36
$1.97M 0.87%
57,748
+26,514
37
$1.75M 0.77%
16,880
+200
38
$1.7M 0.75%
4,292
-53
39
$1.67M 0.74%
4,480
+151
40
$1.64M 0.73%
16,631
+10,487
41
$1.58M 0.7%
48,527
-3,500
42
$1.5M 0.67%
20,498
+12,532
43
$1.5M 0.66%
36,855
+701
44
$1.39M 0.61%
15,711
+129
45
$1.38M 0.61%
112,364
+5,000
46
$1.36M 0.6%
18,447
47
$1.3M 0.58%
25,513
+548
48
$1.27M 0.56%
12,300
+320
49
$1.24M 0.55%
+49,340
50
$1.21M 0.54%
66,180
+3,252
1
2
3 4 5