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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$795K 0.32%
22,708
+5,666
77
$788K 0.32%
17,381
+326
78
$787K 0.32%
75,000
79
$785K 0.32%
12,343
+408
80
$778K 0.32%
70,000
81
$770K 0.31%
2,606
+121
82
$765K 0.31%
4,430
+120
83
$761K 0.31%
3,249
+71
84
$756K 0.31%
112,621
+5,297
85
$752K 0.31%
8,459
-4,593
86
$751K 0.31%
65,968
87
$749K 0.3%
8,896
-65,689
88
$747K 0.3%
2,305
+106
89
$747K 0.3%
10,508
+167
90
$745K 0.3%
11,367
+363
91
$729K 0.3%
12,511
+388
92
$728K 0.3%
7,073
-8,817
93
$697K 0.28%
110,000
94
$693K 0.28%
1,178
+71
95
$684K 0.28%
95,475
96
$681K 0.28%
3,379
+163
97
$678K 0.28%
4,209
-5,376
98
$677K 0.28%
2,091
+100
99
$672K 0.27%
10,248
-10,966
100
$666K 0.27%
64,269
2 3
4
5 6