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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$720K 0.12%
480
+8
127
$717K 0.12%
6,498
+144
128
$713K 0.12%
17,014
+276
129
$712K 0.12%
5,421
+277
130
$712K 0.12%
16,965
+936
131
$711K 0.12%
8,482
+435
132
$710K 0.12%
13,950
+144
133
$710K 0.12%
25,000
134
$709K 0.12%
+7,000
135
$705K 0.12%
9,814
+345
136
$704K 0.12%
9,090
+206
137
$703K 0.12%
203,695
+3,510
138
$697K 0.12%
71
+1
139
$697K 0.12%
19,452
+2,361
140
$694K 0.12%
6,696
+241
141
$693K 0.12%
17,639
-661
142
$682K 0.11%
1,431
+20
143
$680K 0.11%
61,105
+1,073
144
$664K 0.11%
8,509
+445
145
$657K 0.11%
2,423
+73
146
$656K 0.11%
4,128
+122
147
$655K 0.11%
3,301
+41
148
$643K 0.11%
3,803
+158
149
$642K 0.11%
9,450
+411
150
$639K 0.11%
+11,500
4 5
6
7 8