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
501
$1K ﹤0.01%
15,000
502
$1K ﹤0.01%
57,000
503
$1K ﹤0.01%
+100
504
– –
-6,392
505
– –
-387
506
– –
-15,233
507
– –
-4,406
508
– –
-4,476
509
$0 ﹤0.01%
7,500
510
– –
-2,530
511
– –
-101
512
$0 ﹤0.01%
1,666
-10,000
513
– –
-14,895
514
– –
-75,000
515
– –
-30,000
516
– –
-162
517
– –
-1,250
518
– –
-1,500
519
– –
-9,548
520
– –
-3,997
521
– –
-6,102
522
$0 ﹤0.01%
2
-1
523
– –
-1,115
524
– –
-1,695
525
– –
-1,873
19 20
21
22 23