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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.31%
100,561
102
$1.01M 0.31%
100,000
103
$1.01M 0.31%
100,000
104
$1.01M 0.3%
4,700
-42
105
$998K 0.3%
14,744
-104
106
$995K 0.3%
29,094
+289
107
$991K 0.3%
+17,374
108
$988K 0.3%
6,223
+121
109
$986K 0.3%
97,000
110
$985K 0.3%
20,000
+10,000
111
$985K 0.3%
94,389
112
$975K 0.3%
11,035
-1,135
113
$966K 0.29%
96,154
114
$965K 0.29%
3,486
-203
115
$962K 0.29%
6,493
-267
116
$958K 0.29%
10,000
117
$957K 0.29%
5,784
-160
118
$954K 0.29%
+12,287
119
$953K 0.29%
12,265
-931
120
$952K 0.29%
12,448
+134
121
$931K 0.28%
4,494
-372
122
$926K 0.28%
65,244
-1,408
123
$914K 0.28%
91,571
124
$883K 0.27%
17,226
-2,649
125
$877K 0.27%
4,889
-718
3 4
5
6 7