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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$690K 0.32%
12,738
77
$689K 0.32%
7,503
78
$682K 0.32%
10,706
79
$679K 0.32%
19,100
80
$677K 0.32%
13,093
81
$651K 0.3%
5,195
82
$641K 0.3%
3,025
83
$636K 0.3%
12,264
84
$630K 0.29%
12,088
85
$612K 0.29%
2,727
86
$610K 0.28%
3,861
87
$560K 0.26%
1,516
88
$548K 0.26%
23,467
89
$541K 0.25%
9,090
90
$538K 0.25%
40,320
91
$526K 0.25%
3,722
92
$526K 0.25%
2,045
93
$491K 0.23%
7,683
94
$483K 0.23%
5,417
95
$481K 0.22%
4,586
96
$481K 0.22%
2,903
97
$479K 0.22%
7,484
98
$478K 0.22%
6,195
-297
99
$473K 0.22%
2,290
100
$463K 0.22%
787
2 3
4
5 6