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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$750K 0.22%
72,409
152
$746K 0.22%
75,000
153
$743K 0.22%
10,580
+629
154
$740K 0.22%
14,848
+1,406
155
$737K 0.22%
75,000
156
$736K 0.22%
73,558
157
$735K 0.21%
16,894
+2,048
158
$719K 0.21%
71,773
159
$716K 0.21%
15,070
160
$715K 0.21%
29,043
+4,671
161
$706K 0.21%
70,000
162
$702K 0.21%
13,024
+795
163
$702K 0.21%
+95,475
164
$696K 0.2%
2,120
165
$692K 0.2%
9,104
+1,465
166
$683K 0.2%
65,972
167
$678K 0.2%
68,871
168
$675K 0.2%
2,227
-250
169
$670K 0.2%
+65,968
170
$669K 0.2%
5,417
+834
171
$667K 0.2%
15,598
172
$663K 0.19%
7,663
+1,103
173
$654K 0.19%
9,703
+185
174
$649K 0.19%
65,000
175
$645K 0.19%
62,187
+12,756
5 6
7
8 9