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
501
$6K ﹤0.01%
+60,000
502
$6K ﹤0.01%
+45,800
503
$6K ﹤0.01%
+57,004
504
$6K ﹤0.01%
14,244
505
$6K ﹤0.01%
75,000
506
$6K ﹤0.01%
41,882
507
$6K ﹤0.01%
+53,739
508
$5K ﹤0.01%
+11,666
509
$5K ﹤0.01%
+51,998
510
$5K ﹤0.01%
45,163
+5,603
511
$5K ﹤0.01%
41,500
512
$5K ﹤0.01%
65,000
513
$5K ﹤0.01%
500
514
$5K ﹤0.01%
112,404
515
$5K ﹤0.01%
+89,300
516
$5K ﹤0.01%
500
517
$5K ﹤0.01%
50,000
518
$4K ﹤0.01%
1,288
519
$4K ﹤0.01%
354
520
$4K ﹤0.01%
100,000
521
$4K ﹤0.01%
65,000
522
$4K ﹤0.01%
57,000
+56,000
523
$4K ﹤0.01%
70,000
524
$3K ﹤0.01%
1
525
$3K ﹤0.01%
69
19 20
21
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