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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$552K 0.1%
+4,541
152
$551K 0.1%
+2,784
153
$550K 0.1%
+59,548
154
$548K 0.1%
+3,186
155
$544K 0.1%
+1,970
156
$542K 0.1%
+8,049
157
$535K 0.1%
+66
158
$531K 0.1%
+4,315
159
$526K 0.1%
+2,500
160
$520K 0.1%
7,100
+487
161
$516K 0.1%
+14,712
162
$514K 0.1%
+39,688
163
$514K 0.1%
+6,051
164
$513K 0.09%
+57,000
165
$509K 0.09%
+3,253
166
$506K 0.09%
+13,790
167
$504K 0.09%
+36,511
168
$503K 0.09%
+2,538
169
$503K 0.09%
+148,462
170
$501K 0.09%
+51,634
171
$500K 0.09%
+13,174
172
$499K 0.09%
+3,976
173
$495K 0.09%
+1,178
174
$489K 0.09%
+8,486
175
$488K 0.09%
157,039
+39,191