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
$226M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.3M
3
+$2.78M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.03M

Top Sells

1
+$2.95M
2
+$2.88M
3
+$2.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 7.54%
2 Financials 5.8%
3 Communication Services 5.02%
4 Industrials 4.91%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$701K 0.31%
4,956
+225
77
$699K 0.31%
1,868
-128
78
$690K 0.31%
12,738
-167
79
$689K 0.31%
7,503
+4,226
80
$682K 0.3%
10,706
-6,644
81
$680K 0.3%
2,662
+285
82
$679K 0.3%
19,100
-27,545
83
$677K 0.3%
13,093
-280
84
$651K 0.29%
5,195
+308
85
$641K 0.28%
3,025
+1,400
86
$636K 0.28%
+12,264
87
$630K 0.28%
+12,088
88
$612K 0.27%
2,727
+254
89
$610K 0.27%
3,861
+394
90
$568K 0.25%
+4,947
91
$560K 0.25%
1,516
+805
92
$548K 0.24%
23,467
93
$541K 0.24%
9,090
+2,010
94
$538K 0.24%
40,320
-1,920
95
$526K 0.23%
3,722
+164
96
$526K 0.23%
2,045
-7,839
97
$491K 0.22%
7,683
-1,094
98
$483K 0.21%
5,417
+416
99
$481K 0.21%
4,586
+847
100
$481K 0.21%
+2,903
2 3
4
5 6