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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 0.52%
68,582
+2,793
27
$3.07M 0.51%
247,453
+4,118
28
$3.04M 0.5%
60,481
-26,638
29
$3.02M 0.5%
16,217
+214
30
$3M 0.5%
14,981
+1,038
31
$2.99M 0.5%
6,298
+204
32
$2.94M 0.49%
+30,475
33
$2.83M 0.47%
16,936
+655
34
$2.74M 0.46%
47,683
-881
35
$2.7M 0.45%
238,000
36
$2.67M 0.44%
17,772
+649
37
$2.56M 0.43%
4,957
+119
38
$2.55M 0.42%
181,148
+8,988
39
$2.49M 0.41%
5,035
+203
40
$2.44M 0.4%
34,780
+384
41
$2.37M 0.39%
226,375
+27,639
42
$2.31M 0.38%
12,240
+232
43
$2.28M 0.38%
30,280
+875
44
$2.12M 0.35%
261,424
45
$2.04M 0.34%
8,054
+171
46
$1.91M 0.32%
8,407
+223
47
$1.91M 0.32%
607
+28
48
$1.91M 0.32%
357,003
+31,559
49
$1.84M 0.31%
4,908
50
$1.78M 0.3%
9,324
+163
1
2
3 4 5