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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$602K 0.11%
2,800
152
$601K 0.11%
22,000
153
$595K 0.11%
14,957
+1,783
154
$581K 0.1%
17,091
+103
155
$576K 0.1%
8,064
+966
156
$570K 0.1%
57,000
157
$568K 0.1%
3,891
+28
158
$567K 0.1%
9,469
+983
159
$563K 0.1%
58,322
+25,003
160
$562K 0.1%
3,204
+18
161
$561K 0.1%
14,860
+148
162
$560K 0.1%
6,354
+595
163
$554K 0.1%
50,000
164
$553K 0.1%
3,645
+392
165
$552K 0.1%
8,047
+947
166
$551K 0.1%
42,249
+4,235
167
$547K 0.1%
13,806
+58
168
$544K 0.1%
2,350
+256
169
$543K 0.1%
9,039
+990
170
$539K 0.1%
1,799
+204
171
$535K 0.1%
1,763
-5
172
$534K 0.1%
145,844
+49,404
173
$531K 0.09%
70
+4
174
$529K 0.09%
39,330
+2,819
175
$527K 0.09%
17,840
+2,588
5 6
7
8 9