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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
97,000
477
$4K ﹤0.01%
100,000
478
$4K ﹤0.01%
74,999
479
$4K ﹤0.01%
65,000
480
$3K ﹤0.01%
+65,968
481
$3K ﹤0.01%
14,244
482
$3K ﹤0.01%
75,000
483
$3K ﹤0.01%
+25,000
484
$3K ﹤0.01%
57,238
485
$3K ﹤0.01%
+78,664
486
$3K ﹤0.01%
103,000
487
$2K ﹤0.01%
55,122
+35,070
488
$2K ﹤0.01%
354
489
$2K ﹤0.01%
51,998
490
$2K ﹤0.01%
37,560
-7,603
491
$2K ﹤0.01%
155,682
+48,425
492
$2K ﹤0.01%
41,500
493
$2K ﹤0.01%
51,732
494
$2K ﹤0.01%
53,739
495
$2K ﹤0.01%
70,000
496
$1K ﹤0.01%
35,000
497
$1K ﹤0.01%
26
498
$1K ﹤0.01%
15,933
+5,603
499
$1K ﹤0.01%
34,590
-30,410
500
$1K ﹤0.01%
+6,854
18 19
20
21 22