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
$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 icon
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
626
– –
-2
627
– –
-1,991
628
– –
-4
629
– –
-125,000
630
– –
-225,000
631
– –
-16
632
– –
-188,634
633
– –
-37,810
634
– –
-50,000
635
– –
-51,998
636
– –
-1,248
637
– –
-220,206
638
– –
-1,161
639
– –
-75,000
640
– –
-5,500
641
– –
-15,070
642
– –
-100,000
643
– –
-188
644
– –
-92,313
645
– –
-22,000
646
– –
-76,700
647
– –
-9,019
648
– –
-226,786
649
– –
-10,000
650
– –
-100,000
24 25
26
27 28