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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$800K 0.21%
80,000
152
$798K 0.21%
9,951
-2,212
153
$789K 0.21%
78,664
154
$788K 0.21%
3,865
-1,205
155
$788K 0.21%
+19,887
156
$784K 0.21%
+76,000
157
$781K 0.21%
14,393
-4,884
158
$778K 0.21%
78,700
159
$767K 0.2%
75,000
160
$760K 0.2%
5,202
+1,712
161
$758K 0.2%
75,000
162
$749K 0.2%
74,000
163
$748K 0.2%
13,442
+5,518
164
$745K 0.2%
75,000
165
$743K 0.2%
75,000
166
$742K 0.2%
72,409
167
$735K 0.19%
+2,120
168
$735K 0.19%
75,000
169
$733K 0.19%
4,222
+2,460
170
$733K 0.19%
73,558
171
$720K 0.19%
15,070
172
$710K 0.19%
57,396
+17,721
173
$710K 0.19%
71,773
174
$707K 0.19%
12,229
-959
175
$704K 0.19%
70,000
5 6
7
8 9