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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Sells

1 +$18.4M
2 +$4.31M
3 +$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.3M 0.74%
+122,117
27
$3.29M 0.74%
88,792
+2,601
28
$3.25M 0.73%
129,320
-30,884
29
$3.1M 0.7%
43,714
+953
30
$3.06M 0.69%
156,955
-6,539
31
$2.92M 0.66%
57,235
+1,025
32
$2.89M 0.65%
30,165
-19,227
33
$2.86M 0.64%
18,063
+413
34
$2.83M 0.64%
43,124
+37,445
35
$2.78M 0.63%
110,964
-81,508
36
$2.78M 0.63%
133,931
+533
37
$2.69M 0.6%
92,749
-1,012
38
$2.51M 0.56%
63,716
-2,177
39
$2.42M 0.54%
17,054
+827
40
$2.42M 0.54%
+238,100
41
$2.41M 0.54%
19,344
-4,390
42
$2.35M 0.53%
57,348
+529
43
$2.3M 0.52%
220,206
-1,900
44
$2.29M 0.52%
20,003
-236
45
$2.27M 0.51%
+3,190
46
$2.2M 0.5%
224,809
47
$2.15M 0.48%
30,549
+25,429
48
$2.12M 0.48%
26,656
+1,064
49
$2.12M 0.48%
29,888
-23,329
50
$2.03M 0.46%
14,000
+40