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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.66M 0.31%
+75,000
52
$1.62M 0.3%
7,790
53
$1.61M 0.3%
+150,000
54
$1.58M 0.29%
503
+65
55
$1.57M 0.29%
6,209
+178
56
$1.54M 0.29%
12,500
57
$1.48M 0.27%
+133,584
58
$1.47M 0.27%
+134,482
59
$1.47M 0.27%
7,096
+182
60
$1.46M 0.27%
124,705
+25,000
61
$1.38M 0.26%
+1,422
62
$1.38M 0.25%
93,253
-18,318
63
$1.34M 0.25%
+4,555
64
$1.34M 0.25%
+3,076
65
$1.33M 0.25%
20,209
+464
66
$1.26M 0.23%
+22,140
67
$1.26M 0.23%
114,600
68
$1.25M 0.23%
113,334
69
$1.25M 0.23%
2,980
+75
70
$1.24M 0.23%
4,972
+146
71
$1.23M 0.23%
+4,666
72
$1.17M 0.22%
+2,345
73
$1.15M 0.21%
+8,828
74
$1.12M 0.21%
+12,750
75
$1.08M 0.2%
100,000