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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
18
552
$1K ﹤0.01%
14
-16
553
$1K ﹤0.01%
11
-5
554
$1K ﹤0.01%
38
555
$1K ﹤0.01%
+13
556
$1K ﹤0.01%
28
-5
557
$1K ﹤0.01%
18
558
$1K ﹤0.01%
21
559
$1K ﹤0.01%
15
560
$1K ﹤0.01%
13
561
$1K ﹤0.01%
+22
562
$1K ﹤0.01%
19
563
$1K ﹤0.01%
21
564
$1K ﹤0.01%
11
565
$1K ﹤0.01%
12,500
566
$1K ﹤0.01%
12,210
567
$1K ﹤0.01%
78
568
$1K ﹤0.01%
50,000
569
$1K ﹤0.01%
18,750
570
$1K ﹤0.01%
+15,000
571
$1K ﹤0.01%
18
572
$1K ﹤0.01%
45,000
573
$1K ﹤0.01%
+2,750
574
$1K ﹤0.01%
949
575
$1K ﹤0.01%
75,000
21 22
23
24 25