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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.53%
5,156
52
$1.1M 0.51%
4,111
53
$1.09M 0.51%
8,220
54
$1.08M 0.5%
12,181
55
$1.04M 0.48%
22,872
56
$1M 0.47%
7,492
57
$992K 0.46%
1,608
58
$982K 0.46%
4,044
59
$950K 0.44%
21,223
60
$928K 0.43%
5,031
61
$922K 0.43%
5,612
62
$904K 0.42%
5,230
63
$869K 0.41%
7,354
64
$866K 0.4%
2,941
65
$840K 0.39%
22,973
66
$838K 0.39%
23,300
67
$811K 0.38%
14,177
68
$800K 0.37%
20,476
69
$781K 0.36%
18,010
70
$775K 0.36%
4,057
71
$746K 0.35%
19,656
72
$738K 0.34%
43,050
73
$716K 0.33%
2,347
74
$701K 0.33%
4,956
75
$699K 0.33%
1,868
1 2
3
4 5