SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
-1.01%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(-39%)
Cap. Flow
-$147M
Cap. Flow
% of AUM
-59.51%
Top 10 Holdings %
Top 10 Hldgs %
23.55%
Holding
805
New
42
Increased
163
Reduced
113
Closed
208
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$7.09M |
| 2 |
NVIDIA
NVDA
|
$5.49M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$4.99M |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$4.92M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$4.07M |
Top Sells
| 1 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
$7.52M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$5.53M |
| 3 |
Apple
AAPL
|
$5.46M |
| 4 |
SPDR Gold Trust
GLD
|
$4.73M |
| 5 |
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 | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$588M
| – | – |
-25,084
| Closed | -$1.43M |
|
777
Best Buy
BBY
$15.8B
| – | – |
-8
| Closed | -$1K |
|
778
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.07B
| – | – |
-112,414
| Closed | -$3.36M |
|
779
NextEra Energy, Inc.
NEE
$148B
| – | – |
-117
| Closed | -$9K |
|
780
NIO
NIO
$14.2B
| – | – |
-10,000
| Closed | -$97K |
|
781
Nike
NKE
$110B
| – | – |
-2,752
| Closed | -$304K |
|
782
Invesco NASDAQ Internet ETF
PNQI
$799M
| – | – |
-9,510
| Closed | -$1.49M |
|
783
Pinnacle West Capital
PNW
$10.6B
| – | – |
-8
| Closed | -$1K |
|
784
Pool Corp
POOL
$11.4B
| – | – |
-2
| Closed | -$1K |
|
785
PTC
PTC
$25.4B
| – | – |
-6
| Closed | -$1K |
|