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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$442K 0.18%
3,765
+122
152
$439K 0.18%
50,100
153
$437K 0.18%
30,000
154
$437K 0.18%
40,000
155
$430K 0.17%
13,413
+409
156
$429K 0.17%
1,676
+66
157
$427K 0.17%
3,492
+173
158
$426K 0.17%
384
+16
159
$423K 0.17%
2,415
-1,274
160
$418K 0.17%
6,336
-2,518
161
$416K 0.17%
52,364
+1,591
162
$416K 0.17%
9,371
-11,474
163
$415K 0.17%
33,250
+963
164
$413K 0.17%
1,554
+47
165
$409K 0.17%
15,615
+375
166
$406K 0.16%
2,933
+119
167
$401K 0.16%
7,964
-36,036
168
$397K 0.16%
12,239
-7,925
169
$396K 0.16%
7,362
-12,374
170
$395K 0.16%
14,946
+451
171
$393K 0.16%
4,567
+149
172
$393K 0.16%
35,000
173
$390K 0.16%
12,973
-90,372
174
$384K 0.16%
+20,000
175
$382K 0.16%
64
+2
5 6
7
8 9