SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$0 ﹤0.01%
113,334
502
– –
-20,000
503
– –
-25,000
504
$0 ﹤0.01%
+17,500
505
– –
-35,000
506
$0 ﹤0.01%
250
507
$0 ﹤0.01%
2,500
508
– –
-106,400
509
– –
-4,000
510
– –
-125,000
511
– –
-15,000
512
– –
-75,000
513
– –
-12,500
514
$0 ﹤0.01%
1,591
515
$0 ﹤0.01%
6,854
516
– –
-218,297
517
– –
-500
518
– –
-30,000
519
$0 ﹤0.01%
119,050
520
– –
-99,998
521
– –
-4,781
522
– –
-16,500
523
– –
-41,047
524
– –
-125,000
525
– –
-15,000
19 20
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