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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$904K 0.26%
91,571
127
$896K 0.26%
90,000
128
$888K 0.26%
5,944
-212
129
$879K 0.26%
4,025
+447
130
$878K 0.26%
13,707,734
-10,620
131
$874K 0.26%
28,805
+6,968
132
$871K 0.25%
12,314
+4,304
133
$870K 0.25%
19,875
+1,758
134
$848K 0.25%
2,239
-16,496
135
$839K 0.25%
61,598
+22,417
136
$819K 0.24%
3,552
+38
137
$818K 0.24%
80,000
138
$806K 0.24%
5,607
-207
139
$805K 0.24%
80,000
140
$801K 0.23%
10,088
-6,757
141
$798K 0.23%
+78,664
142
$792K 0.23%
4,742
+520
143
$789K 0.23%
66,652
+9,256
144
$781K 0.23%
6,760
+1,066
145
$773K 0.23%
74,000
146
$765K 0.22%
75,000
147
$761K 0.22%
76,700
-2,000
148
$760K 0.22%
75,000
-1,000
149
$759K 0.22%
74,842
-75,910
150
$752K 0.22%
75,000
4 5
6
7 8