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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.66%
30,226
+117
27
$2.25M 0.66%
224,825
28
$2.24M 0.65%
226,786
29
$2.24M 0.65%
19,786
+4,233
30
$2.22M 0.65%
12,517
+1,972
31
$2.17M 0.63%
218,297
32
$2.05M 0.6%
128,380
+5,352
33
$2.03M 0.59%
17,120
+8,244
34
$2.02M 0.59%
200,000
35
$2M 0.58%
7,470
-132
36
$1.99M 0.58%
23,119
+2,109
37
$1.99M 0.58%
200,000
38
$1.99M 0.58%
196,931
39
$1.97M 0.57%
12,033
+992
40
$1.93M 0.57%
38,284
+828
41
$1.92M 0.56%
18,363
+380
42
$1.91M 0.56%
+20,580
43
$1.9M 0.55%
+52,834
44
$1.88M 0.55%
93,018
+663
45
$1.85M 0.54%
188,634
46
$1.8M 0.53%
35,389
+2,126
47
$1.77M 0.52%
24,581
+2,384
48
$1.73M 0.5%
240,822
49
$1.71M 0.5%
171,250
-14,000
50
$1.7M 0.5%
169,249
-14,300
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