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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.74%
11,693
-824
27
$2.4M 0.73%
21,666
-1,453
28
$2.37M 0.72%
225,000
29
$2.29M 0.69%
226,786
30
$2.25M 0.68%
124,472
-3,908
31
$2.24M 0.68%
+15,844
32
$2.19M 0.66%
16,293
-2,070
33
$2.18M 0.66%
17,493
+373
34
$2.14M 0.65%
42,709
-7,859
35
$2.08M 0.63%
95,172
+2,154
36
$2.07M 0.63%
37,960
-324
37
$2.07M 0.63%
11,474
-559
38
$2.06M 0.62%
200,000
39
$2.03M 0.61%
200,000
40
$2.02M 0.61%
196,931
41
$1.99M 0.6%
34,459
-930
42
$1.97M 0.6%
+72,498
43
$1.96M 0.59%
23,568
-1,013
44
$1.93M 0.58%
16,002
-977
45
$1.89M 0.57%
188,634
46
$1.76M 0.53%
6,628
-842
47
$1.72M 0.52%
19,989
-2,070
48
$1.65M 0.5%
58,334
-2,317
49
$1.63M 0.49%
56,664
-1,747
50
$1.62M 0.49%
4,955
-66
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