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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.17%
10,250
127
$362K 0.17%
2,839
128
$356K 0.17%
11,373
129
$354K 0.17%
1,177
130
$354K 0.17%
1,265
131
$352K 0.16%
2,568
132
$346K 0.16%
6,196
133
$344K 0.16%
3,880
134
$341K 0.16%
2,076
135
$338K 0.16%
1,596
136
$336K 0.16%
6,420
137
$335K 0.16%
2,423
138
$335K 0.16%
5,122
139
$333K 0.16%
6,395
140
$332K 0.15%
24,760
141
$328K 0.15%
2,180
142
$323K 0.15%
12,150
143
$323K 0.15%
2,455
144
$321K 0.15%
12,205
145
$317K 0.15%
539
146
$316K 0.15%
24,057
147
$314K 0.15%
4,122
148
$311K 0.15%
8,545
149
$304K 0.14%
8,056
150
$293K 0.14%
1,061
4 5
6
7 8