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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
78,664
127
$2K ﹤0.01%
11,785
128
$1K ﹤0.01%
40,000
129
$1K ﹤0.01%
97,000
130
$1K ﹤0.01%
99,705
131
$1K ﹤0.01%
45,800
132
$1K ﹤0.01%
36,779
133
$1K ﹤0.01%
78,664
134
$1K ﹤0.01%
57,004
135
$1K ﹤0.01%
50,000
136
$1K ﹤0.01%
12,500
137
$1K ﹤0.01%
72,500
138
$1K ﹤0.01%
+15,000
139
– –
-2,778
140
– –
-30,000
141
– –
-225,000
142
– –
-200,000
143
– –
-353
144
– –
-100,000
145
$0 ﹤0.01%
100,000
146
– –
-100,000
147
– –
-75,000
148
$0 ﹤0.01%
37,500
149
– –
-100,000
150
– –
-161
4 5
6
7 8