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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$725K 0.12%
7,846
-636
152
$708K 0.11%
+32,223
153
$700K 0.11%
6,249
+934
154
$699K 0.11%
6,765
+267
155
$697K 0.11%
3,390
+237
156
$695K 0.11%
+14,421
157
$694K 0.11%
12,584
+3,134
158
$691K 0.11%
+15,816
159
$689K 0.11%
5,132
+1,517
160
$683K 0.11%
19,567
+1,214
161
$678K 0.11%
57,000
162
$677K 0.11%
14,700
+2,700
163
$676K 0.11%
+8,372
164
$663K 0.11%
3,848
+45
165
$661K 0.11%
+130,540
166
$658K 0.11%
25,000
167
$645K 0.1%
1,797
-1,024
168
$636K 0.1%
1,343
-4,955
169
$625K 0.1%
55,886
+13,051
170
$624K 0.1%
+14,495
171
$623K 0.1%
7,562
-1,528
172
$620K 0.1%
+71,619
173
$618K 0.1%
+2,623
174
$615K 0.1%
+9,195
175
$610K 0.1%
+1,858
5 6
7
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