SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
+6.41%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$445M
AUM Growth
+$445M
(+25%)
Cap. Flow
+$40.4M
Cap. Flow
% of AUM
9.07%
Top 10 Holdings %
Top 10 Hldgs %
16.83%
Holding
604
New
237
Increased
134
Reduced
110
Closed
32
Top Buys
| 1 |
Global X S&P 500 Quality Dividend ETF
QDIV
|
$5.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$3.83M |
| 3 |
Microsoft
MSFT
|
$3.48M |
| 4 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
$3.3M |
| 5 |
Meta Platforms (Facebook)
META
|
$3.18M |
Top Sells
| 1 |
NLSN
Nielsen Holdings plc
NLSN
|
$18.4M |
| 2 |
Tesla
TSLA
|
$4.31M |
| 3 |
First Hawaiian
FHB
|
$4.08M |
| 4 |
Western Union
WU
|
$3.32M |
| 5 |
Semrush
SEMR
|
$3.01M |
Sector Composition
| 1 | Financials | 9.33% |
| 2 | Technology | 8.35% |
| 3 | Healthcare | 5.71% |
| 4 | Communication Services | 5.23% |
| 5 | Industrials | 5.05% |
