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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.5%
38,769
+7,621
52
$1.68M 0.49%
63,520
+22,146
53
$1.64M 0.48%
161,346
54
$1.6M 0.47%
43,895
+524
55
$1.59M 0.46%
64,136
56
$1.58M 0.46%
7,771
57
$1.57M 0.46%
60,651
+3,581
58
$1.55M 0.45%
155,000
59
$1.52M 0.45%
149,998
60
$1.52M 0.44%
150,955
61
$1.51M 0.44%
145,600
62
$1.51M 0.44%
150,000
63
$1.49M 0.44%
150,000
64
$1.49M 0.43%
150,000
65
$1.47M 0.43%
9,023
+634
66
$1.45M 0.42%
58,411
+1,700
67
$1.44M 0.42%
144,064
-1,360
68
$1.44M 0.42%
145,000
69
$1.4M 0.41%
125,285
-2,060
70
$1.36M 0.4%
22,059
+2,773
71
$1.36M 0.4%
46,480
-2,186
72
$1.35M 0.4%
5,021
+162
73
$1.32M 0.39%
16,539
+2,691
74
$1.31M 0.38%
34,110
+5,617
75
$1.28M 0.37%
13,375
-405
1 2
3
4 5