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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.37%
46,007
+2,490
77
$1.25M 0.37%
125,000
78
$1.25M 0.37%
125,000
79
$1.25M 0.37%
45,248
+4,817
80
$1.24M 0.36%
125,000
81
$1.23M 0.36%
125,000
82
$1.22M 0.36%
124,052
83
$1.21M 0.35%
11,224
+1,801
84
$1.2M 0.35%
45,982
-8,552
85
$1.16M 0.34%
6,198
+1,566
86
$1.15M 0.34%
18,447
87
$1.14M 0.33%
199,527
+31,740
88
$1.13M 0.33%
113,334
89
$1.1M 0.32%
7,747
+6,733
90
$1.08M 0.32%
104,897
91
$1.08M 0.31%
5,920
+324
92
$1.07M 0.31%
3,759
+370
93
$1.06M 0.31%
13,196
-88
94
$1.06M 0.31%
106,400
95
$1.05M 0.31%
7,752
-1,503
96
$1.03M 0.3%
100,000
97
$1.03M 0.3%
37,913
+5,212
98
$1.03M 0.3%
11,766
+334
99
$1.01M 0.3%
100,000
100
$1.01M 0.3%
6,102
+1,047
2 3
4
5 6