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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.73M 0.5%
205,827
+16,738
27
$2.69M 0.5%
63,981
+3,991
28
$2.69M 0.5%
36,669
+5,765
29
$2.67M 0.49%
+255,000
30
$2.56M 0.47%
14,216
+432
31
$2.55M 0.47%
31,251
+2,011
32
$2.49M 0.46%
13,532
+965
33
$2.48M 0.46%
45,571
+956
34
$2.45M 0.45%
26,498
+2,791
35
$2.4M 0.44%
+31,468
36
$2.29M 0.42%
186,393
+28,139
37
$2.23M 0.41%
274,665
+37,644
38
$2.23M 0.41%
14,621
+506
39
$2.15M 0.4%
5,477
+663
40
$2.14M 0.4%
14,565
+1,630
41
$2.13M 0.39%
27,595
+547
42
$2.1M 0.39%
4,369
+560
43
$1.95M 0.36%
5,783
-133
44
$1.87M 0.35%
9,094
+174
45
$1.81M 0.33%
+14,076
46
$1.79M 0.33%
4,197
+148
47
$1.76M 0.33%
21,500
-152,000
48
$1.75M 0.32%
12,515
+1,580
49
$1.7M 0.32%
8,098
+699
50
$1.69M 0.31%
10,000
-2,000