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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-40,000
152
$0 ﹤0.01%
20,000
153
$0 ﹤0.01%
18,750
154
$0 ﹤0.01%
15,000
155
– –
-30,000
156
– –
-12,000
157
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-78,664
158
– –
-2,850
159
$0 ﹤0.01%
+51,998
160
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-18
161
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-803,337
162
$0 ﹤0.01%
45,000
163
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-37,560
164
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-15,933
165
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-200,000
166
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-70,000
167
$0 ﹤0.01%
35,000
168
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-210,503
169
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-50,000
170
$0 ﹤0.01%
50,000
171
– –
-450
172
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-103,000
173
– –
-175,577
174
– –
-25,000
175
– –
-389,264
5 6
7
8 9