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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.45M
3
+$6.65M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.4M
5
AAPL icon
Apple
AAPL
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.55%
2 Communication Services 5.29%
3 Financials 5.23%
4 Consumer Discretionary 4.51%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.55%
+8,596
52
$1.14M 0.54%
+7,253
53
$1.12M 0.53%
+7,924
54
$1.05M 0.5%
+11,980
55
$1.05M 0.49%
+3,831
56
$1.03M 0.49%
+4,966
57
$975K 0.46%
+4,104
58
$958K 0.45%
+62,928
59
$954K 0.45%
+4,073
60
$946K 0.45%
+2,519
61
$944K 0.45%
+107,364
62
$939K 0.44%
+17,350
63
$918K 0.43%
+3,335
64
$913K 0.43%
+13,717
65
$893K 0.42%
+31,234
66
$885K 0.42%
+18,882
67
$837K 0.39%
+7,144
68
$835K 0.39%
+5,302
69
$790K 0.37%
+39,942
70
$764K 0.36%
+18,010
71
$761K 0.36%
+14,108
72
$760K 0.36%
+20,918
73
$718K 0.34%
+20,779
74
$705K 0.33%
+2,656
75
$676K 0.32%
+12,905
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3
4 5