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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$753K 0.17%
72,409
152
$747K 0.17%
10,966
-4,056
153
$742K 0.17%
12,565
+3,658
154
$742K 0.17%
75,000
155
$731K 0.16%
11,464
+3,760
156
$729K 0.16%
15,693
157
$727K 0.16%
70,000
158
$708K 0.16%
6,035
+1,028
159
$701K 0.16%
71,773
+5,310
160
$691K 0.16%
11,200
+7,514
161
$690K 0.16%
43,788
+42,959
162
$687K 0.15%
14,551
-16,440
163
$685K 0.15%
14,556
+10,220
164
$685K 0.15%
65,972
165
$684K 0.15%
+65,000
166
$674K 0.15%
+8,536
167
$673K 0.15%
+65,968
168
$658K 0.15%
12,100
+5,256
169
$647K 0.15%
1,839
-12,255
170
$636K 0.14%
21,677
+19,006
171
$632K 0.14%
3,107
-14,790
172
$625K 0.14%
28,816
+27,294
173
$619K 0.14%
41,515
+40,206
174
$612K 0.14%
9,299
+5,670
175
$612K 0.14%
60,000
5 6
7
8 9