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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$829K 0.13%
26,822
+5,181
127
$826K 0.13%
+1,846
128
$821K 0.13%
+6,257
129
$817K 0.13%
48,826
-52,613
130
$798K 0.13%
1,662
-112
131
$798K 0.13%
82,903
+69,903
132
$795K 0.13%
18,085
+2,483
133
$789K 0.13%
+12,673
134
$788K 0.13%
3,401
+2,201
135
$787K 0.13%
+3,900
136
$785K 0.13%
+69,242
137
$783K 0.12%
19,415
138
$781K 0.12%
16,953
-14,742
139
$774K 0.12%
+35,119
140
$773K 0.12%
1,825
+727
141
$764K 0.12%
9,949
+135
142
$764K 0.12%
7,426
+1,109
143
$763K 0.12%
2,570
+147
144
$759K 0.12%
75,000
145
$756K 0.12%
450,000
+50,127
146
$749K 0.12%
28,878
-9,667
147
$741K 0.12%
5,301
-162
148
$740K 0.12%
+27,907
149
$734K 0.12%
18,366
+2,039
150
$728K 0.12%
17,639
4 5
6
7 8