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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.38%
7,790
52
$1.47M 0.37%
7,399
+645
53
$1.47M 0.37%
7,274
-465
54
$1.34M 0.34%
111,571
+1,571
55
$1.32M 0.33%
80,748
-244
56
$1.29M 0.32%
237,021
+31,175
57
$1.25M 0.31%
+114,600
58
$1.25M 0.31%
19,745
+1,269
59
$1.25M 0.31%
113,334
60
$1.24M 0.31%
6,031
+393
61
$1.18M 0.29%
127,075
+14,454
62
$1.15M 0.29%
99,705
63
$1.13M 0.28%
438
-25
64
$1.12M 0.28%
2,905
+814
65
$1.11M 0.28%
10,935
-789
66
$1.1M 0.28%
6,914
+207
67
$1.08M 0.27%
100,000
68
$1.06M 0.27%
4,277
-11
69
$1.05M 0.26%
97,000
70
$1.04M 0.26%
4,826
+309
71
$997K 0.25%
10,000
-9,802
72
$943K 0.24%
75,000
73
$926K 0.23%
3,891
+512
74
$917K 0.23%
51,986
-3,288
75
$914K 0.23%
10,000
-3,837
1 2
3
4 5