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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.73%
13,587
-10,984
27
$1.7M 0.69%
12,000
28
$1.64M 0.67%
193,267
-5,776
29
$1.64M 0.67%
150,955
30
$1.63M 0.66%
12,826
-10,323
31
$1.63M 0.66%
7,739
+182
32
$1.61M 0.65%
29,000
33
$1.61M 0.65%
4,061
-1,968
34
$1.6M 0.65%
150,000
35
$1.58M 0.64%
4,996
-489
36
$1.54M 0.62%
13,596
+465
37
$1.52M 0.62%
29,000
38
$1.48M 0.6%
203,893
-30,523
39
$1.44M 0.58%
31,311
-16,807
40
$1.38M 0.56%
3,764
-325
41
$1.36M 0.55%
34,300
+758
42
$1.34M 0.54%
55,274
+1,374
43
$1.34M 0.54%
80,992
+3,115
44
$1.28M 0.52%
113,334
45
$1.28M 0.52%
7,790
-9,172
46
$1.27M 0.52%
13,837
-12,500
47
$1.25M 0.51%
8,377
+185
48
$1.21M 0.49%
6,754
+281
49
$1.19M 0.48%
+17,316
50
$1.19M 0.48%
23,676
-33,901
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