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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.2%
+98,562
77
$1.1M 0.2%
+100,000
78
$1.1M 0.2%
+100,000
79
$1.1M 0.2%
100,000
80
$1.09M 0.2%
+100,000
81
$1.09M 0.19%
12,852
+102
82
$1.07M 0.19%
96,999
-1
83
$1.06M 0.19%
22,140
84
$1.05M 0.19%
+100,000
85
$1.05M 0.19%
11,036
-12
86
$1.04M 0.19%
5,975
87
$1.03M 0.18%
5,591
+391
88
$985K 0.18%
18,597
+145
89
$965K 0.17%
5,260
+364
90
$961K 0.17%
3,563
+22
91
$957K 0.17%
3,053
+13
92
$945K 0.17%
8,543
+892
93
$943K 0.17%
16,220
+169
94
$934K 0.17%
83,000
+43,000
95
$927K 0.17%
20,690
+1,311
96
$923K 0.16%
9,870
+803
97
$896K 0.16%
12,720
+1,380
98
$892K 0.16%
11,419
-74
99
$887K 0.16%
5,681
+434
100
$887K 0.16%
155,853
+23,989
2 3
4
5 6