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
$226M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.3M
3
+$2.78M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.03M

Top Sells

1
+$2.95M
2
+$2.88M
3
+$2.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 7.54%
2 Financials 5.8%
3 Communication Services 5.02%
4 Industrials 4.91%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$323K 0.14%
2,455
-7,691
152
$321K 0.14%
+12,205
153
$317K 0.14%
+539
154
$316K 0.14%
+24,057
155
$314K 0.14%
4,122
-500
156
$311K 0.14%
8,545
-341
157
$304K 0.13%
+8,056
158
$293K 0.13%
1,061
-79
159
$292K 0.13%
5,023
-924
160
$287K 0.13%
1,265
-296
161
$283K 0.13%
5,283
162
$282K 0.12%
872
+73
163
$281K 0.12%
1,390
-6
164
$276K 0.12%
2,081
-187
165
$271K 0.12%
+6,967
166
$268K 0.12%
2,630
-1,057
167
$263K 0.12%
1,158
168
$262K 0.12%
7,760
169
$257K 0.11%
3,476
170
$257K 0.11%
5,092
+4,651
171
$255K 0.11%
1,024
-149
172
$254K 0.11%
1,807
+105
173
$254K 0.11%
3,270
-261
174
$251K 0.11%
1,051
+38
175
$248K 0.11%
7,509
5 6
7
8 9