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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
35,000
477
$2K ﹤0.01%
50,000
478
$2K ﹤0.01%
12,500
479
$2K ﹤0.01%
74,999
480
$2K ﹤0.01%
72,500
481
$2K ﹤0.01%
65,968
482
$2K ﹤0.01%
72,409
483
$2K ﹤0.01%
5
484
$2K ﹤0.01%
11,785
485
$2K ﹤0.01%
50,000
486
$1K ﹤0.01%
20
487
$1K ﹤0.01%
50,000
488
$1K ﹤0.01%
12
-1
489
$1K ﹤0.01%
53
-36
490
$1K ﹤0.01%
45
491
$1K ﹤0.01%
72,031
492
$1K ﹤0.01%
97
-51
493
$1K ﹤0.01%
14
494
$1K ﹤0.01%
12
495
$1K ﹤0.01%
17
-1
496
$1K ﹤0.01%
10
497
$1K ﹤0.01%
18
-2
498
$1K ﹤0.01%
21
499
$1K ﹤0.01%
60
-7
500
$1K ﹤0.01%
10
18 19
20
21 22