SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
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
+$2.11M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.13M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.05M

Top Sells

1
+$4.5M
2
+$4.06M
3
+$3.86M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$3.29M
5
QDIV icon
Global X S&P 500 Quality Dividend ETF
QDIV
+$2.79M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.51%
3 Technology 7.46%
4 Consumer Discretionary 6.13%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
57,000
502
$1K ﹤0.01%
+100
503
$1K ﹤0.01%
34,590
-30,410
504
– –
-162
505
– –
-1,250
506
– –
-1,500
507
– –
-9,548
508
– –
-3,997
509
– –
-6,102
510
$0 ﹤0.01%
2
-1
511
– –
-387
512
– –
-15,233
513
– –
-4,406
514
– –
-4,476
515
$0 ﹤0.01%
7,500
516
– –
-1,115
517
– –
-1,695
518
– –
-1,873
519
– –
-24,428
520
– –
-125
521
– –
-5,317
522
– –
-8,372
523
– –
-209
524
– –
-6,934
525
– –
-5,400
19 20
21
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