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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.49%
161,346
52
$1.56M 0.47%
+49,194
53
$1.55M 0.47%
149,998
54
$1.54M 0.47%
150,955
55
$1.53M 0.46%
8,674
-349
56
$1.53M 0.46%
150,000
57
$1.52M 0.46%
61,340
-2,180
58
$1.5M 0.46%
150,000
59
$1.5M 0.45%
150,000
60
$1.5M 0.45%
46,699
+219
61
$1.48M 0.45%
+45,785
62
$1.47M 0.45%
2,699
+629
63
$1.47M 0.44%
145,000
64
$1.45M 0.44%
31,589
-2,521
65
$1.45M 0.44%
144,064
66
$1.43M 0.43%
16,981
-2,805
67
$1.42M 0.43%
+34,505
68
$1.4M 0.42%
44,358
-1,649
69
$1.37M 0.41%
38,231
+26,920
70
$1.35M 0.41%
15,375
-1,164
71
$1.34M 0.4%
6,059
+139
72
$1.31M 0.4%
125,000
73
$1.29M 0.39%
3,711
-48
74
$1.29M 0.39%
10,839
-385
75
$1.29M 0.39%
+125,000
1 2
3
4 5