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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.16%
50,708
27
$2.4M 1.12%
58,287
28
$2.29M 1.07%
74,540
29
$2.17M 1.01%
14,060
30
$2.17M 1.01%
19,983
31
$2.04M 0.95%
51,644
32
$2.02M 0.94%
39,370
33
$2.01M 0.94%
14,864
34
$1.97M 0.92%
57,748
35
$1.75M 0.81%
16,880
36
$1.7M 0.79%
4,292
37
$1.67M 0.78%
4,480
38
$1.64M 0.76%
16,631
39
$1.58M 0.74%
48,527
40
$1.5M 0.7%
20,498
41
$1.5M 0.7%
36,855
42
$1.39M 0.65%
15,711
43
$1.38M 0.64%
112,364
44
$1.36M 0.64%
18,447
45
$1.3M 0.61%
25,513
46
$1.27M 0.59%
12,300
47
$1.24M 0.58%
49,340
48
$1.21M 0.56%
66,180
49
$1.15M 0.54%
3,242
50
$1.14M 0.53%
8,689
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