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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.61%
14,383
+759
27
$2.25M 0.59%
225,000
28
$2.23M 0.59%
224,825
29
$2.23M 0.59%
226,786
30
$2.16M 0.57%
+218,297
31
$2.13M 0.56%
7,602
+3,503
32
$2.08M 0.55%
10,545
+2,004
33
$2.04M 0.54%
200,000
+100,000
34
$2.03M 0.53%
17,983
+90
35
$2M 0.53%
200,000
36
$1.97M 0.52%
200,000
37
$1.97M 0.52%
37,456
-541
38
$1.96M 0.52%
196,931
39
$1.93M 0.51%
92,355
-3,225
40
$1.92M 0.5%
21,010
+4,117
41
$1.9M 0.5%
33,263
-534
42
$1.86M 0.49%
29,847
-12,129
43
$1.84M 0.48%
11,041
+1,194
44
$1.84M 0.48%
185,250
+66,996
45
$1.83M 0.48%
188,634
46
$1.83M 0.48%
183,549
+124,900
47
$1.8M 0.47%
+150,752
48
$1.77M 0.47%
43,371
-807
49
$1.71M 0.45%
240,822
+139,500
50
$1.7M 0.45%
57,070
+1,067
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