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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$664K 0.27%
31,886
+1,051
102
$664K 0.27%
20,023
-19,195
103
$662K 0.27%
+5,144
104
$661K 0.27%
8,057
+222
105
$651K 0.26%
29,961
+771
106
$651K 0.26%
7,841
+274
107
$649K 0.26%
50,000
108
$648K 0.26%
16,306
+525
109
$642K 0.26%
2,606
+101
110
$636K 0.26%
8,723
+324
111
$624K 0.25%
14,747
+685
112
$623K 0.25%
10,290
+405
113
$597K 0.24%
1,365
+52
114
$596K 0.24%
1,457
+41
115
$588K 0.24%
4,509
+208
116
$584K 0.24%
32,375
+1,259
117
$579K 0.24%
8,551
+458
118
$579K 0.24%
1,378
+60
119
$578K 0.23%
2,636
+104
120
$575K 0.23%
12,862
+554
121
$575K 0.23%
128,062
+4,184
122
$567K 0.23%
2,778
+70
123
$565K 0.23%
+55,000
124
$559K 0.23%
24,181
+1,037
125
$547K 0.22%
50,000
3 4
5
6 7