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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$741K 0.22%
1,357
-33
152
$735K 0.22%
17,303
+409
153
$731K 0.22%
15,598
154
$729K 0.22%
80,000
155
$726K 0.22%
70,000
156
$725K 0.22%
95,475
157
$725K 0.22%
17,203
+2,616
158
$725K 0.22%
5,114
-303
159
$721K 0.22%
69,080
+7,482
160
$717K 0.22%
71,773
161
$699K 0.21%
10,387
+225
162
$698K 0.21%
4,282
+69
163
$693K 0.21%
65,968
164
$683K 0.21%
12,541
+2,125
165
$662K 0.2%
23,626
-14,287
166
$657K 0.2%
4,008
+1,391
167
$644K 0.19%
37,500
+7,500
168
$623K 0.19%
4,163
+1,224
169
$622K 0.19%
60,000
170
$621K 0.19%
2,069
+27
171
$616K 0.19%
3,887
-83
172
$614K 0.19%
4,219
+1,153
173
$612K 0.19%
6,908
-653
174
$603K 0.18%
4,124
+36
175
$596K 0.18%
1,490
-85
5 6
7
8 9