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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.29%
99,705
102
$1M 0.29%
100,000
103
$1M 0.29%
1,988
104
$999K 0.29%
100,000
105
$997K 0.29%
100,561
106
$996K 0.29%
100,000
107
$995K 0.29%
100,000
108
$995K 0.29%
99,998
109
$990K 0.29%
100,808
110
$986K 0.29%
3,692
-54
111
$985K 0.29%
3,689
-176
112
$978K 0.29%
94,389
113
$974K 0.28%
2,070
+94
114
$973K 0.28%
97,680
115
$970K 0.28%
97,000
116
$963K 0.28%
99,335
+25,943
117
$960K 0.28%
10,000
118
$952K 0.28%
35,744
+4,742
119
$948K 0.28%
4,866
+122
120
$948K 0.28%
96,154
121
$945K 0.28%
15,221
-1,317
122
$930K 0.27%
23,245
+1,471
123
$929K 0.27%
12,170
+70
124
$915K 0.27%
29,748
+1,611
125
$913K 0.27%
33,207
+4,862
3 4
5
6 7