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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.45%
123,028
-19,572
52
$1.65M 0.44%
15,553
+7,453
53
$1.63M 0.43%
161,346
+75,528
54
$1.62M 0.43%
162,200
+12,000
55
$1.57M 0.41%
56,711
-1,109
56
$1.57M 0.41%
64,136
57
$1.57M 0.41%
13,848
-1,674
58
$1.56M 0.41%
+48,666
59
$1.56M 0.41%
7,771
+6,002
60
$1.55M 0.41%
+155,000
61
$1.51M 0.4%
150,000
62
$1.51M 0.4%
+149,998
63
$1.51M 0.4%
+145,600
64
$1.5M 0.4%
13,780
+220
65
$1.5M 0.4%
+150,955
66
$1.49M 0.39%
8,389
-885
67
$1.49M 0.39%
150,000
68
$1.49M 0.39%
54,534
-11,364
69
$1.48M 0.39%
150,000
70
$1.45M 0.38%
145,000
71
$1.45M 0.38%
145,424
72
$1.42M 0.37%
127,345
-1,471
73
$1.4M 0.37%
22,197
+34
74
$1.4M 0.37%
4,859
-842
75
$1.36M 0.36%
43,517
+174
1 2
3
4 5