SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
-1.01%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
-$155M
(-39%)
Cap. Flow
-$147M
Cap. Flow
% of AUM
-59.89%
Top 10 Holdings %
Top 10 Hldgs %
23.55%
Holding
805
New
42
Increased
161
Reduced
115
Closed
208
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$7.09M |
| 2 |
NVIDIA
NVDA
|
$5.49M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$4.99M |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$4.92M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$4.07M |
Top Sells
| 1 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
$7.52M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$5.53M |
| 3 |
Apple
AAPL
|
$5.46M |
| 4 |
SPDR Gold Trust
GLD
|
$4.73M |
| 5 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$4.63M |
Sector Composition
| 1 | Financials | 18.17% |
| 2 | Industrials | 11.9% |
| 3 | Technology | 10.74% |
| 4 | Consumer Discretionary | 8.73% |
| 5 | Healthcare | 7.11% |
