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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$903K 0.2%
12,341
-7,734
127
$898K 0.2%
31,893
+30,369
128
$891K 0.2%
2,146
+11
129
$887K 0.2%
90,000
130
$886K 0.2%
90,000
131
$876K 0.2%
13,308
-1,136
132
$849K 0.19%
16,084
+12,423
133
$817K 0.18%
79,948
134
$814K 0.18%
28,256
-1,636
135
$814K 0.18%
80,000
136
$807K 0.18%
80,000
137
$803K 0.18%
+23,952
138
$797K 0.18%
25,032
+21,893
139
$781K 0.18%
12,548
-5,426
140
$780K 0.18%
75,000
+37,500
141
$778K 0.17%
15,674
-5,426
142
$778K 0.17%
75,000
143
$776K 0.17%
+75,000
144
$773K 0.17%
76,700
145
$772K 0.17%
76,099
146
$765K 0.17%
1,497
-36,033
147
$764K 0.17%
48,422
+3,744
148
$758K 0.17%
+74,000
149
$756K 0.17%
+75,000
150
$753K 0.17%
+75,000
4 5
6
7 8