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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 0.51%
28,613
+2,115
27
$2.75M 0.49%
32,144
+893
28
$2.73M 0.49%
7,465
-958
29
$2.72M 0.49%
255,000
30
$2.71M 0.48%
65,789
+1,808
31
$2.65M 0.47%
+238,000
32
$2.58M 0.46%
48,564
+2,993
33
$2.56M 0.46%
6,094
+617
34
$2.54M 0.45%
13,943
+411
35
$2.5M 0.45%
32,613
+1,145
36
$2.49M 0.44%
17,123
+2,558
37
$2.21M 0.39%
261,424
-602
38
$2.2M 0.39%
200,000
-200,000
39
$2.2M 0.39%
34,396
-2,273
40
$2.16M 0.38%
4,838
+641
41
$2.14M 0.38%
29,405
+1,810
42
$2.14M 0.38%
198,736
+12,343
43
$2.13M 0.38%
4,832
+463
44
$2.02M 0.36%
14,125
+49
45
$1.91M 0.34%
12,008
-507
46
$1.79M 0.32%
4,908
-875
47
$1.76M 0.31%
8,184
+86
48
$1.76M 0.31%
7,790
49
$1.75M 0.31%
21,500
50
$1.72M 0.31%
579
+76
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2
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