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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.07M 0.2%
+5,975
77
$1.06M 0.2%
97,000
78
$1.05M 0.19%
+641
79
$1.04M 0.19%
+4,896
80
$1.02M 0.19%
7,757
-80
81
$1.02M 0.19%
+3,040
82
$1.02M 0.19%
+19,379
83
$1.02M 0.19%
+11,048
84
$1M 0.19%
+5,200
85
$997K 0.18%
+14,828
86
$996K 0.18%
+18,452
87
$983K 0.18%
+1,607
88
$980K 0.18%
131,864
+4,789
89
$957K 0.18%
+3,541
90
$938K 0.17%
+10,036
91
$931K 0.17%
+9,182
92
$917K 0.17%
+30,683
93
$913K 0.17%
+2,736
94
$879K 0.16%
+5,247
95
$879K 0.16%
+17,473
96
$875K 0.16%
75,798
+23,812
97
$863K 0.16%
+11,493
98
$853K 0.16%
+11,340
99
$847K 0.16%
16,051
+1,704
100
$831K 0.15%
+9,067