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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$545K 0.22%
6,356
+200
127
$545K 0.22%
50,000
128
$543K 0.22%
12,038
+425
129
$543K 0.22%
7,994
+202
130
$536K 0.22%
50,000
131
$534K 0.22%
7,095
+292
132
$531K 0.22%
+100
133
$521K 0.21%
50,000
134
$506K 0.21%
+16,500
135
$487K 0.2%
2,293
136
$486K 0.2%
6,960
+246
137
$486K 0.2%
4,215
+125
138
$477K 0.19%
45,000
139
$472K 0.19%
6,299
-6,660
140
$469K 0.19%
4,091
+193
141
$466K 0.19%
1,517
+67
142
$465K 0.19%
2,225
+78
143
$462K 0.19%
4,087
+169
144
$460K 0.19%
4,281
-2,952
145
$459K 0.19%
2,788
+118
146
$453K 0.18%
30,641
147
$451K 0.18%
10,465
+505
148
$449K 0.18%
40,000
149
$448K 0.18%
42,000
150
$445K 0.18%
1,196
-1,652
4 5
6
7 8