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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
129,158
477
$12K ﹤0.01%
91,124
+4,000
478
$11K ﹤0.01%
117
-36
479
$11K ﹤0.01%
415
-114
480
$11K ﹤0.01%
100,000
481
$10K ﹤0.01%
1,000
482
$9K ﹤0.01%
+125,000
483
$9K ﹤0.01%
107,257
+76,669
484
$9K ﹤0.01%
50,000
-53,000
485
$9K ﹤0.01%
1,500
486
$9K ﹤0.01%
+124,052
487
$9K ﹤0.01%
+77,500
488
$9K ﹤0.01%
49,952
+12,452
489
$8K ﹤0.01%
112
-305
490
$8K ﹤0.01%
+125,000
491
$8K ﹤0.01%
97,000
-20
492
$8K ﹤0.01%
100,000
493
$8K ﹤0.01%
113,334
494
$8K ﹤0.01%
75,000
495
$8K ﹤0.01%
31,411
496
$7K ﹤0.01%
97,000
-20
497
$7K ﹤0.01%
210,503
498
$7K ﹤0.01%
57,238
499
$7K ﹤0.01%
51,732
500
$6K ﹤0.01%
144,389
18 19
20
21 22