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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.29%
109,286
102
$1.07M 0.28%
104,897
+103,997
103
$1.07M 0.28%
3,389
+794
104
$1.07M 0.28%
+107,480
105
$1.06M 0.28%
9,423
+1,673
106
$1.06M 0.28%
11,432
-6,476
107
$1.05M 0.28%
106,400
108
$1.03M 0.27%
+100,000
109
$1.02M 0.27%
3,746
+53
110
$1.02M 0.27%
10,000
+1,000
111
$1.01M 0.27%
100,000
112
$1.01M 0.27%
4,744
-53
113
$1.01M 0.27%
99,705
114
$1.01M 0.27%
+100,000
115
$1M 0.26%
12,100
-244
116
$1M 0.26%
100,000
117
$1M 0.26%
100,000
118
$996K 0.26%
100,000
119
$991K 0.26%
1,988
120
$991K 0.26%
100,000
121
$985K 0.26%
100,561
122
$984K 0.26%
100,808
123
$982K 0.26%
99,998
124
$979K 0.26%
100,000
125
$967K 0.25%
94,389
3 4
5
6 7