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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 0.54%
258,467
+77,319
27
$3.34M 0.53%
5,700
28
$3.09M 0.49%
12,906
+4,852
29
$3.09M 0.49%
7,650
+2,071
30
$3.07M 0.49%
60,755
-3,000
31
$3M 0.48%
270,549
32
$2.9M 0.46%
57,611
-2,870
33
$2.86M 0.46%
238,000
34
$2.82M 0.45%
33,519
+3,044
35
$2.56M 0.41%
+25,958
36
$2.54M 0.41%
48,509
+826
37
$2.54M 0.41%
5,608
-1,925
38
$2.34M 0.37%
9,357
+7,044
39
$2.34M 0.37%
+173,876
40
$2.3M 0.37%
+24,847
41
$2.28M 0.36%
24,723
-4,344
42
$2.28M 0.36%
4,576
-381
43
$2.25M 0.36%
29,778
+25,030
44
$2.12M 0.34%
100,000
-161,424
45
$1.97M 0.31%
4,908
46
$1.93M 0.31%
6,111
-15,650
47
$1.93M 0.31%
13,500
+1,000
48
$1.83M 0.29%
10,970
-1,270
49
$1.82M 0.29%
357,866
+196,068
50
$1.81M 0.29%
7,790
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