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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+69
502
$3K ﹤0.01%
+222
503
$2K ﹤0.01%
+62
504
$2K ﹤0.01%
+371
505
$2K ﹤0.01%
32
-13,219
506
$1K ﹤0.01%
+100
507
$1K ﹤0.01%
+134
508
$1K ﹤0.01%
+49
509
$1K ﹤0.01%
+87
510
$1K ﹤0.01%
+17
511
– –
-29,900
512
– –
-4,009
513
– –
-10,176
514
– –
-2,194
515
– –
-15,000
516
– –
-2,050
517
– –
-17,330
518
– –
-733
519
– –
-4,096
520
– –
-12,148
521
$0 ﹤0.01%
+1
522
$0 ﹤0.01%
+2
523
– –
-2,630
524
– –
-3,915
525
– –
-87,918
18 19 20
21
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