SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
-2.83%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$342M
AUM Growth
-$37.6M
(-9.9%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-9.45%
Top 10 Holdings %
Top 10 Hldgs %
12.17%
Holding
635
New
50
Increased
186
Reduced
87
Closed
94
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.33M |
| 2 |
Dragonfly Energy
DFLI
|
$1.91M |
| 3 |
SPDR SSGA US Sector Rotation ETF
XLSR
|
$1.9M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$979K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$959K |
Top Sells
| 1 |
Verizon
VZ
|
$6.25M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.44M |
| 3 |
American Century US Quality Growth ETF
QGRO
|
$4.06M |
| 4 |
American Tower
AMT
|
$3.22M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
$2.91M |
Sector Composition
| 1 | Financials | 21.45% |
| 2 | Healthcare | 8.97% |
| 3 | Technology | 7% |
| 4 | Industrials | 6.1% |
| 5 | Consumer Discretionary | 5.91% |
