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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.19%
50,000
-5,000
77
$1.12M 0.19%
5,390
+130
78
$1.11M 0.18%
59,371
+1,049
79
$1.1M 0.18%
100,000
80
$1.1M 0.18%
100,000
81
$1.1M 0.18%
100,000
82
$1.09M 0.18%
31,695
+734
83
$1.08M 0.18%
5,473
-118
84
$1.08M 0.18%
3,621
+58
85
$1.08M 0.18%
100,000
86
$1.08M 0.18%
96,999
87
$1.04M 0.17%
5,463
+198
88
$1.03M 0.17%
5,818
+137
89
$1.03M 0.17%
9,060
-1,438
90
$1.02M 0.17%
13,260
+540
91
$1.01M 0.17%
16,588
+368
92
$979K 0.16%
11,183
+320
93
$976K 0.16%
2,821
-128
94
$971K 0.16%
14,166
+300
95
$959K 0.16%
9,101
+190
96
$948K 0.16%
5,275
+223
97
$945K 0.16%
83,000
98
$933K 0.16%
11,392
-27
99
$903K 0.15%
15,700
+598
100
$892K 0.15%
38,545
+999
2 3
4
5 6