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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$820K 0.15%
+75,000
102
$810K 0.15%
36,894
+1,447
103
$802K 0.15%
+5,050
104
$797K 0.15%
7,651
+236
105
$787K 0.15%
+71,000
106
$779K 0.14%
+70,000
107
$776K 0.14%
+13,678
108
$775K 0.14%
3,971
+80
109
$773K 0.14%
+4,699
110
$773K 0.14%
+14,100
111
$771K 0.14%
73,598
112
$763K 0.14%
7,183
+237
113
$751K 0.14%
+28,446
114
$751K 0.14%
4,270
-7
115
$751K 0.14%
+75,000
116
$742K 0.14%
+33,319
117
$740K 0.14%
+10,919
118
$733K 0.14%
+36,680
119
$718K 0.13%
+4,491
120
$713K 0.13%
+22,000
121
$710K 0.13%
+18,460
122
$709K 0.13%
+3,245
123
$699K 0.13%
+1,628
124
$696K 0.13%
+1,745
125
$693K 0.13%
+1,526