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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.36%
167,787
+56,342
77
$1.32M 0.35%
+6,245
78
$1.29M 0.34%
10,099
-2,715
79
$1.28M 0.34%
9,255
+989
80
$1.25M 0.33%
+16,845
81
$1.24M 0.33%
125,000
82
$1.24M 0.33%
124,051
83
$1.24M 0.33%
28,493
+655
84
$1.24M 0.33%
+13,718,354
85
$1.23M 0.32%
+125,000
86
$1.23M 0.32%
125,000
87
$1.23M 0.32%
125,000
88
$1.22M 0.32%
+124,052
89
$1.22M 0.32%
13,927
-1,907
90
$1.19M 0.31%
13,284
+1,425
91
$1.19M 0.31%
18,447
92
$1.19M 0.31%
19,286
-669
93
$1.16M 0.31%
31,148
+2,708
94
$1.16M 0.31%
2,477
-805
95
$1.14M 0.3%
68,902
-6,530
96
$1.13M 0.3%
8,876
+1,086
97
$1.12M 0.3%
113,334
98
$1.12M 0.29%
32,701
+22,049
99
$1.1M 0.29%
5,596
-510
100
$1.09M 0.29%
+33,156
2 3
4
5 6