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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.38%
109,227
-16,058
77
$1.26M 0.38%
125,000
78
$1.25M 0.38%
124,052
79
$1.24M 0.38%
+41,252
80
$1.23M 0.37%
+26,879
81
$1.22M 0.37%
6,105
-93
82
$1.18M 0.36%
13,392
+17
83
$1.15M 0.35%
113,334
84
$1.13M 0.34%
7,678
-74
85
$1.13M 0.34%
14,222
-999
86
$1.1M 0.33%
11,669
-97
87
$1.1M 0.33%
3,566
-126
88
$1.09M 0.33%
104,897
89
$1.08M 0.33%
210,736
+11,209
90
$1.06M 0.32%
1,988
91
$1.05M 0.32%
33,939
-1,805
92
$1.04M 0.32%
21,936
-1,309
93
$1.04M 0.32%
100,000
94
$1.04M 0.32%
8,056
+309
95
$1.04M 0.31%
99,705
96
$1.03M 0.31%
+32,691
97
$1.02M 0.31%
99,366
+31
98
$1.02M 0.31%
100,000
99
$1.02M 0.31%
+100,000
100
$1.01M 0.31%
100,000
2 3
4
5 6