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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.29%
10,000
52
$1.64M 0.29%
7,883
+787
53
$1.62M 0.29%
12,500
54
$1.61M 0.29%
150,000
55
$1.6M 0.29%
325,444
+50,779
56
$1.54M 0.28%
9,161
+67
57
$1.52M 0.27%
133,584
58
$1.49M 0.27%
124,705
59
$1.48M 0.26%
6,271
+62
60
$1.48M 0.26%
134,482
61
$1.48M 0.26%
3,267
+287
62
$1.46M 0.26%
1,428
+6
63
$1.42M 0.25%
5,132
+577
64
$1.32M 0.24%
2,558
+213
65
$1.31M 0.23%
4,704
+38
66
$1.3M 0.23%
10,498
+2,741
67
$1.29M 0.23%
20,396
+187
68
$1.26M 0.23%
3,091
+15
69
$1.25M 0.22%
93,308
+17,510
70
$1.25M 0.22%
113,334
71
$1.25M 0.22%
11,326
+2,144
72
$1.24M 0.22%
5,018
+46
73
$1.23M 0.22%
1,612
+5
74
$1.21M 0.22%
55,000
-20,000
75
$1.2M 0.21%
711
+70
1 2
3
4 5