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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.48%
463
+17
52
$1.14M 0.46%
+12,500
53
$1.13M 0.46%
99,705
54
$1.12M 0.46%
12,364
-8,298
55
$1.1M 0.45%
100,000
56
$1.09M 0.44%
5,638
+148
57
$1.08M 0.44%
100,000
58
$1.07M 0.44%
4,288
+2,058
59
$1.07M 0.43%
94,389
60
$1.07M 0.43%
100,000
61
$1.04M 0.42%
97,000
62
$1.03M 0.42%
11,724
-2,033
63
$1M 0.41%
4,227
+104
64
$996K 0.4%
205,846
-3,322
65
$980K 0.4%
18,476
+449
66
$964K 0.39%
75,000
67
$934K 0.38%
6,707
+267
68
$899K 0.37%
3,935
+187
69
$894K 0.36%
78,664
70
$893K 0.36%
4,517
+117
71
$864K 0.35%
29,358
+569
72
$813K 0.33%
4,596
+124
73
$809K 0.33%
586
+23
74
$804K 0.33%
14,495
+461
75
$802K 0.33%
2,117
+53
1 2
3
4 5