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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$854K 0.21%
7,837
+764
77
$810K 0.2%
35,447
+3,072
78
$762K 0.19%
+73,598
79
$711K 0.18%
14,347
+1,485
80
$688K 0.17%
49,618
-382
81
$685K 0.17%
7,415
+320
82
$612K 0.15%
6,946
+590
83
$536K 0.13%
6,613
+314
84
$502K 0.13%
117,848
-10,214
85
$478K 0.12%
+45,000
86
$472K 0.12%
42,000
87
$449K 0.11%
40,000
88
$435K 0.11%
5,040
+473
89
$394K 0.1%
19,956
-44
90
$387K 0.1%
35,000
91
$379K 0.09%
2,024
+155
92
$367K 0.09%
50,000
93
$337K 0.08%
5,507
+544
94
$328K 0.08%
3,510
+375
95
$276K 0.07%
25,000
96
$270K 0.07%
22,437
-4,900
97
$258K 0.06%
21,900
98
$256K 0.06%
25,375
-3,236
99
$219K 0.05%
54,160
+5,605
100
$213K 0.05%
1,850
2 3
4
5 6