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
$226M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$2.95M
2 +$2.88M
3 +$2.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 7.54%
2 Financials 5.8%
3 Communication Services 5.02%
4 Industrials 4.91%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$383K 0.17%
+2,517
127
$382K 0.17%
4,480
+28
128
$377K 0.17%
4,775
+344
129
$373K 0.17%
12,534
+793
130
$372K 0.16%
48,456
131
$371K 0.16%
4,855
132
$368K 0.16%
+3,505
133
$367K 0.16%
+10,250
134
$362K 0.16%
2,839
135
$356K 0.16%
11,373
-319
136
$354K 0.16%
1,177
137
$354K 0.16%
1,265
+73
138
$352K 0.16%
2,568
-13
139
$350K 0.16%
9,039
-651
140
$346K 0.15%
+6,196
141
$344K 0.15%
3,880
-399
142
$341K 0.15%
2,076
+78
143
$338K 0.15%
1,596
-42
144
$336K 0.15%
6,420
145
$335K 0.15%
2,423
-400
146
$335K 0.15%
5,122
-2,191
147
$333K 0.15%
6,395
148
$332K 0.15%
24,760
149
$328K 0.15%
2,180
+15
150
$323K 0.14%
12,150
-900