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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$292K 0.14%
5,023
152
$287K 0.13%
1,265
153
$283K 0.13%
5,283
154
$282K 0.13%
872
155
$281K 0.13%
1,390
156
$276K 0.13%
2,081
157
$271K 0.13%
6,967
158
$268K 0.12%
2,630
159
$263K 0.12%
1,158
160
$262K 0.12%
7,760
161
$257K 0.12%
3,476
162
$257K 0.12%
5,092
163
$255K 0.12%
1,024
164
$254K 0.12%
1,807
165
$254K 0.12%
3,270
166
$251K 0.12%
1,051
167
$248K 0.12%
7,509
168
$247K 0.12%
541
169
$237K 0.11%
4,048
170
$235K 0.11%
4,645
171
$228K 0.11%
47
172
$226K 0.11%
2,383
173
$226K 0.11%
1,862
174
$226K 0.11%
12,749
175
$224K 0.1%
9,787
5 6
7
8 9