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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.24%
40,627
-18,956
102
$1.07M 0.24%
+103,997
103
$1.05M 0.24%
16,107
-407
104
$1.04M 0.23%
10,443
+2,090
105
$1.03M 0.23%
100,000
106
$1.03M 0.23%
+100,000
107
$1.02M 0.23%
99,998
108
$1.02M 0.23%
100,000
109
$1.01M 0.23%
+100,000
110
$1.01M 0.23%
+100,000
111
$1M 0.23%
+100,000
112
$1M 0.22%
100,000
113
$996K 0.22%
11,575
+1,577
114
$982K 0.22%
+2,000
115
$979K 0.22%
17,878
-23,165
116
$956K 0.21%
19,833
+120
117
$953K 0.21%
31,279
+28,938
118
$953K 0.21%
94,389
119
$953K 0.21%
11,228
+5,462
120
$952K 0.21%
+97,020
121
$933K 0.21%
8,526
+37
122
$925K 0.21%
19,412
+15,012
123
$916K 0.21%
89,300
124
$915K 0.21%
4,159
+1,105
125
$907K 0.2%
12,525
-2,103
3 4
5
6 7