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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.29%
3,553
+286
52
$1.76M 0.29%
7,790
53
$1.73M 0.29%
5,334
+202
54
$1.7M 0.28%
6,408
+137
55
$1.66M 0.28%
19,900
-1,600
56
$1.57M 0.26%
133,584
57
$1.52M 0.25%
101,439
+8,131
58
$1.52M 0.25%
8,500
-1,500
59
$1.52M 0.25%
124,705
60
$1.51M 0.25%
134,482
61
$1.46M 0.24%
5,579
+1,334
62
$1.46M 0.24%
3,097
+6
63
$1.44M 0.24%
5,120
+102
64
$1.44M 0.24%
12,500
65
$1.42M 0.24%
13,053
+201
66
$1.35M 0.22%
735
+24
67
$1.32M 0.22%
20,772
+376
68
$1.26M 0.21%
10,740
-586
69
$1.25M 0.21%
113,334
70
$1.23M 0.2%
2,853
+295
71
$1.17M 0.19%
18,979
+382
72
$1.15M 0.19%
161,798
+5,945
73
$1.14M 0.19%
+2,000
74
$1.13M 0.19%
5,975
75
$1.13M 0.19%
4,835
+131
1 2
3
4 5