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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$876K 0.27%
3,323
-229
127
$873K 0.26%
4,040
+15
128
$849K 0.26%
10,227
+139
129
$838K 0.25%
80,000
130
$819K 0.25%
7,234
-429
131
$814K 0.25%
9,137
-566
132
$802K 0.24%
78,664
133
$801K 0.24%
13,272
+248
134
$786K 0.24%
8,666
-438
135
$782K 0.24%
6,681
-303
136
$782K 0.24%
19,837
+17,598
137
$772K 0.23%
75,000
138
$771K 0.23%
2,275
+48
139
$771K 0.23%
9,791
-789
140
$771K 0.23%
72,409
141
$769K 0.23%
76,700
142
$768K 0.23%
29,477
+434
143
$766K 0.23%
75,750
+750
144
$763K 0.23%
74,000
145
$758K 0.23%
75,000
146
$757K 0.23%
15,070
147
$752K 0.23%
75,000
148
$750K 0.23%
73,558
149
$745K 0.23%
2,120
150
$743K 0.22%
3,037
-27
4 5
6
7 8