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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.56%
59,990
+39,967
27
$2.25M 0.56%
12,567
+8,358
28
$2.23M 0.56%
200,000
29
$2.15M 0.54%
227,852
+23,959
30
$2.13M 0.53%
102,768
-22,612
31
$2.13M 0.53%
29,240
+18,992
32
$2.1M 0.53%
+24,593
33
$2.09M 0.52%
13,784
+958
34
$1.99M 0.5%
14,115
+528
35
$1.89M 0.47%
12,000
36
$1.88M 0.47%
30,904
-3,396
37
$1.88M 0.47%
4,814
-182
38
$1.79M 0.45%
+5,916
39
$1.79M 0.45%
12,935
-661
40
$1.78M 0.45%
4,049
+285
41
$1.77M 0.44%
8,920
+543
42
$1.76M 0.44%
23,707
-718
43
$1.67M 0.42%
353,781
+330,105
44
$1.67M 0.42%
27,048
-4,263
45
$1.65M 0.41%
150,955
46
$1.64M 0.41%
150,000
47
$1.63M 0.41%
3,809
-252
48
$1.54M 0.38%
29,000
49
$1.52M 0.38%
12,500
50
$1.51M 0.38%
24,500
-4,500
1
2
3 4 5