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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.19%
3,459
+1,663
77
$1.2M 0.19%
2,270
-2,765
78
$1.18M 0.19%
+15,583
79
$1.18M 0.19%
6,370
+552
80
$1.16M 0.19%
+15,982
81
$1.15M 0.18%
100,000
82
$1.14M 0.18%
2,000
83
$1.12M 0.18%
+17,162
84
$1.12M 0.18%
+19,966
85
$1.11M 0.18%
+87,483
86
$1.11M 0.18%
15,645
-5,127
87
$1.11M 0.18%
5,975
88
$1.09M 0.17%
+42,468
89
$1.09M 0.17%
96,999
90
$1.08M 0.17%
100,000
91
$1.08M 0.17%
5,327
-63
92
$1.08M 0.17%
+4,693
93
$1.07M 0.17%
14,448
+282
94
$1.06M 0.17%
13,000
+1,500
95
$1.04M 0.17%
+5,569
96
$1.04M 0.17%
2,327
+536
97
$1.03M 0.16%
+6,118
98
$1.03M 0.16%
+6,431
99
$1.03M 0.16%
+4,831
100
$1M 0.16%
3,068
-1,767
2 3
4
5 6