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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$715K 0.13%
3,133
+349
127
$714K 0.13%
5,054
+4
128
$709K 0.13%
4,006
+35
129
$705K 0.13%
7,884
+72
130
$704K 0.13%
1,724
+198
131
$703K 0.13%
4,169
+23
132
$695K 0.12%
1,792
+164
133
$692K 0.12%
6,686
+1,491
134
$684K 0.12%
14,283
+1,691
135
$682K 0.12%
18,300
+4,510
136
$681K 0.12%
3,102
+30
137
$664K 0.12%
25,000
138
$660K 0.12%
472
+3
139
$657K 0.12%
2,506
+21
140
$642K 0.11%
5,144
+603
141
$642K 0.11%
60,032
+484
142
$640K 0.11%
15,508
+1,849
143
$639K 0.11%
16,738
+101
144
$631K 0.11%
3,260
+15
145
$627K 0.11%
200,185
+51,723
146
$625K 0.11%
8,884
+84
147
$619K 0.11%
1,411
+8
148
$618K 0.11%
3,111
+27
149
$615K 0.11%
+55,597
150
$609K 0.11%
1,760
+15
4 5
6
7 8