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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$866K 0.15%
2,949
+213
102
$861K 0.15%
10,863
+827
103
$857K 0.15%
10,992
+73
104
$853K 0.15%
3,613
+381
105
$849K 0.15%
6,455
+653
106
$844K 0.15%
75,000
107
$840K 0.15%
4,245
-25
108
$830K 0.15%
8,911
+83
109
$828K 0.15%
68,999
-24,254
110
$824K 0.15%
28,611
+165
111
$816K 0.15%
41,510
+4,830
112
$788K 0.14%
13,866
+188
113
$784K 0.14%
19,599
+2,126
114
$782K 0.14%
30,961
+278
115
$779K 0.14%
37,546
+652
116
$775K 0.14%
70,000
117
$768K 0.14%
15,102
+274
118
$756K 0.13%
16,029
+1,929
119
$755K 0.13%
7,251
+68
120
$753K 0.13%
5,052
+561
121
$748K 0.13%
+75,000
122
$742K 0.13%
5,265
+566
123
$741K 0.13%
71,000
124
$737K 0.13%
19,415
+955
125
$732K 0.13%
5,185
+1,209
3 4
5
6 7