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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$637K 0.11%
+6,000
152
$637K 0.11%
2,610
+51
153
$635K 0.11%
1,796
+33
154
$627K 0.1%
6,317
-369
155
$619K 0.1%
15,602
+645
156
$611K 0.1%
5,069
+143
157
$592K 0.1%
6,243
+132
158
$589K 0.1%
2,310
-88
159
$583K 0.1%
18,353
+513
160
$582K 0.1%
21,641
+951
161
$581K 0.1%
3,247
+43
162
$576K 0.1%
3,977
+86
163
$570K 0.09%
20,490
+891
164
$570K 0.09%
57,000
165
$554K 0.09%
50,000
166
$550K 0.09%
40,151
+821
167
$544K 0.09%
5,315
+280
168
$542K 0.09%
1,178
169
$542K 0.09%
10,188
+440
170
$539K 0.09%
2,313
-11
171
$537K 0.09%
3,615
+178
172
$525K 0.09%
12,580
+759
173
$519K 0.09%
42,835
+586
174
$519K 0.09%
12,000
+2,805
175
$513K 0.09%
1,875
+76
5 6
7
8 9