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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.29%
18,643
+10,163
77
$1.29M 0.29%
6,526
+2,953
78
$1.27M 0.29%
23,522
+18,221
79
$1.27M 0.29%
125,000
80
$1.26M 0.28%
+125,000
81
$1.26M 0.28%
124,900
82
$1.25M 0.28%
19,117
+12,655
83
$1.25M 0.28%
23,824
+19,289
84
$1.24M 0.28%
125,000
85
$1.24M 0.28%
15,688
+5,421
86
$1.22M 0.27%
2,771
-6,031
87
$1.15M 0.26%
37,869
+33,975
88
$1.13M 0.25%
21,561
-33,224
89
$1.12M 0.25%
15,345
-11,596
90
$1.12M 0.25%
4,722
+1,197
91
$1.12M 0.25%
15,392
+11,017
92
$1.11M 0.25%
+17,581
93
$1.11M 0.25%
34,210
+1,110
94
$1.09M 0.25%
14,793
-5,176
95
$1.09M 0.25%
11,328
+676
96
$1.09M 0.24%
16,709
+10,119
97
$1.08M 0.24%
14,021
+2,724
98
$1.08M 0.24%
13,466
+6,249
99
$1.08M 0.24%
107,480
100
$1.07M 0.24%
13,074
+4,903
2 3
4
5 6