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
526
$3K ﹤0.01%
35,000
527
$3K ﹤0.01%
103,000
528
$3K ﹤0.01%
72,409
529
$2K ﹤0.01%
10,330
-5,603
530
$2K ﹤0.01%
+20,000
531
$1K ﹤0.01%
+20,052
532
$1K ﹤0.01%
+7,500
533
$1K ﹤0.01%
26
-9,378
534
$1K ﹤0.01%
2,434
535
$1K ﹤0.01%
+2,652
536
$1K ﹤0.01%
+4,051
537
$1K ﹤0.01%
1,666
-48,334
538
$1K ﹤0.01%
10,340
539
$1K ﹤0.01%
25,000
-20,000
540
– –
-26,266
541
– –
-1,189
542
– –
-35,000
543
– –
-57,004
544
$0 ﹤0.01%
+1,250
545
– –
-3,899
546
– –
-7,571
547
– –
-371
548
– –
-19,849
549
– –
-3,383
550
$0 ﹤0.01%
3
-4,045
20 21
22
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