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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.29%
10,820
+1,496
52
$1.76M 0.28%
91,504
-155,949
53
$1.75M 0.28%
4,182
+2,751
54
$1.74M 0.28%
+3,440
55
$1.71M 0.27%
+21,877
56
$1.69M 0.27%
6,224
-184
57
$1.67M 0.27%
8,748
+341
58
$1.58M 0.25%
133,584
59
$1.57M 0.25%
744
+9
60
$1.54M 0.25%
124,705
61
$1.49M 0.24%
13,026
+5,618
62
$1.49M 0.24%
68,901
+9,530
63
$1.46M 0.23%
13,083
+30
64
$1.45M 0.23%
+5,815
65
$1.44M 0.23%
11,877
+1,137
66
$1.41M 0.22%
18,390
+9,881
67
$1.38M 0.22%
3,257
+160
68
$1.37M 0.22%
+4,735
69
$1.35M 0.22%
15,918
+9,918
70
$1.32M 0.21%
18,496
-16,284
71
$1.31M 0.21%
6,374
+1,099
72
$1.29M 0.21%
19,184
+205
73
$1.23M 0.2%
113,334
74
$1.23M 0.2%
+4,761
75
$1.23M 0.2%
5,848
+2,757
1 2
3
4 5