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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$999K 0.16%
+6,572
102
$965K 0.15%
+67,704
103
$964K 0.15%
+38,067
104
$960K 0.15%
11,389
+206
105
$951K 0.15%
+21,347
106
$947K 0.15%
22,286
+2,834
107
$946K 0.15%
5,502
+29
108
$937K 0.15%
11,704
+1,536
109
$925K 0.15%
83,000
110
$924K 0.15%
6,107
-11,665
111
$921K 0.15%
+4,075
112
$905K 0.14%
4,779
+2,473
113
$898K 0.14%
3,002
-619
114
$891K 0.14%
+2,582
115
$890K 0.14%
10,700
-692
116
$884K 0.14%
3,273
-1,847
117
$884K 0.14%
+7,848
118
$878K 0.14%
2,518
-2,816
119
$873K 0.14%
5,241
+563
120
$872K 0.14%
+2,422
121
$859K 0.14%
+3,108
122
$858K 0.14%
75,000
123
$848K 0.14%
14,793
-907
124
$840K 0.13%
225,225
+21,530
125
$832K 0.13%
+9,000
3 4
5
6 7