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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$963K 0.25%
97,000
-20
127
$962K 0.25%
97,680
128
$956K 0.25%
6,156
-172
129
$955K 0.25%
96,154
-124,052
130
$954K 0.25%
96,285
131
$951K 0.25%
18,735
-1,356
132
$950K 0.25%
18,117
+5,605
133
$948K 0.25%
28,137
-946
134
$946K 0.25%
1,976
-481
135
$938K 0.25%
40,431
-4,373
136
$928K 0.24%
21,774
+1,137
137
$924K 0.24%
16,538
-284
138
$914K 0.24%
5,055
-51
139
$908K 0.24%
+89,300
140
$907K 0.24%
+91,571
141
$901K 0.24%
31,002
+136
142
$897K 0.24%
110,000
+20,000
143
$887K 0.23%
+90,000
144
$868K 0.23%
3,514
-789
145
$847K 0.22%
41,374
+22,771
146
$842K 0.22%
5,814
+285
147
$810K 0.21%
39,181
+17,958
148
$809K 0.21%
4,632
+2,454
149
$804K 0.21%
+80,000
150
$800K 0.21%
20,403
-8,226
4 5
6
7 8