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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$691K 0.13%
+3,072
127
$684K 0.13%
+7,812
128
$684K 0.13%
+5,802
129
$683K 0.13%
+2,485
130
$677K 0.13%
+85,443
131
$671K 0.12%
+16,988
132
$667K 0.12%
+3,232
133
$658K 0.12%
+3,084
134
$653K 0.12%
+8,800
135
$651K 0.12%
+1,403
136
$646K 0.12%
+4,146
137
$624K 0.12%
+469
138
$613K 0.11%
+1,768
139
$599K 0.11%
+4,482
140
$593K 0.11%
+16,637
141
$588K 0.11%
+50,000
142
$576K 0.11%
+2,800
143
$576K 0.11%
+7,098
144
$576K 0.11%
+12,592
145
$573K 0.11%
+13,659
146
$571K 0.11%
+5,195
147
$569K 0.11%
+25,000
148
$555K 0.1%
3,863
+353
149
$554K 0.1%
+50,000
150
$554K 0.1%
+50,000