SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$7.1M
3
+$5.65M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.3M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$5.12M

Top Sells

1
+$7.52M
2
+$5.86M
3
+$5.75M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-3,476
752
– –
-21,490
753
– –
-5
754
– –
-4,860
755
– –
-124,792
756
– –
-47,550
757
– –
-8
758
– –
-2
759
– –
-6
760
– –
-6,420
761
– –
-7
762
– –
-161,346
763
– –
-8
764
– –
-18
765
– –
-27,274
766
– –
-43,487
767
– –
-156,021
768
– –
-20,485
769
– –
-12,204
770
– –
-4
771
– –
-15,946
772
– –
-4
773
– –
-42,432
774
– –
-211,864
775
– –
-8
28 29 30
31
32