SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
+5.89%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
-$11.3M
(-5%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
296
New
–
Increased
–
Reduced
2
Closed
8
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$5.6M |
| 2 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$2.78M |
| 3 |
Canadian Pacific Kansas City
CP
|
$1.84M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$680K |
| 5 |
Best Buy
BBY
|
$568K |
Sector Composition
| 1 | Financials | 5.42% |
| 2 | Technology | 5.32% |
| 3 | Communication Services | 5.28% |
| 4 | Industrials | 4.97% |
| 5 | Consumer Discretionary | 4.24% |
