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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.05%
9,000
-100
102
$206K 0.05%
20,871
+3,335
103
$205K 0.05%
862
-1,431
104
$177K 0.04%
+50,079
105
$151K 0.04%
+15,000
106
$20K 0.01%
45,174
107
$5K ﹤0.01%
54,050
108
$5K ﹤0.01%
+30,000
109
$5K ﹤0.01%
113,334
110
$4K ﹤0.01%
155,682
111
$4K ﹤0.01%
103,000
112
$3K ﹤0.01%
+45,000
113
$3K ﹤0.01%
50,000
114
$3K ﹤0.01%
100,000
115
$3K ﹤0.01%
150,000
116
$2K ﹤0.01%
74,000
117
$2K ﹤0.01%
55,122
118
$2K ﹤0.01%
75,000
119
$2K ﹤0.01%
62,500
120
$2K ﹤0.01%
64,658
121
$2K ﹤0.01%
144,389
122
$2K ﹤0.01%
49,952
123
$2K ﹤0.01%
125,000
124
$2K ﹤0.01%
50,000
125
$2K ﹤0.01%
100,000
3 4
5
6 7