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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$888K 0.15%
3,091
+38
102
$882K 0.15%
10,168
+298
103
$857K 0.14%
7,408
+157
104
$852K 0.14%
75,000
105
$833K 0.14%
8,045
+161
106
$829K 0.14%
70,000
107
$824K 0.14%
8,907
+364
108
$816K 0.14%
1,774
+50
109
$804K 0.13%
1,837
+45
110
$801K 0.13%
11,157
+121
111
$797K 0.13%
4,678
-507
112
$791K 0.13%
5,103
+49
113
$789K 0.13%
19,415
114
$781K 0.13%
14,958
+675
115
$781K 0.13%
71,000
116
$767K 0.13%
1,791
+31
117
$765K 0.13%
3,153
+51
118
$761K 0.13%
3,188
+77
119
$757K 0.13%
3,746
+133
120
$754K 0.13%
2,560
+54
121
$751K 0.12%
3,261
+128
122
$750K 0.12%
75,000
123
$733K 0.12%
16,327
+819
124
$730K 0.12%
43,632
+2,122
125
$722K 0.12%
4,235
+66
3 4
5
6 7