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
$226M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Sells

1 +$2.95M
2 +$2.88M
3 +$2.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 7.54%
2 Financials 5.8%
3 Communication Services 5.02%
4 Industrials 4.91%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$247K 0.11%
541
-11
177
$237K 0.11%
4,048
+146
178
$235K 0.1%
+4,645
179
$228K 0.1%
+47
180
$226K 0.1%
+2,383
181
$226K 0.1%
1,862
+1,735
182
$226K 0.1%
12,749
+553
183
$224K 0.1%
9,787
+487
184
$216K 0.1%
+3,871
185
$212K 0.09%
12,600
-27,342
186
$212K 0.09%
+3,510
187
$211K 0.09%
3,348
+65
188
$207K 0.09%
2,656
+171
189
$201K 0.09%
+5,196
190
$200K 0.09%
+2,580
191
$188K 0.08%
13,776
+169
192
$168K 0.07%
+12,250
193
$134K 0.06%
+1,625
194
$127K 0.06%
12,600
-11,450
195
$97K 0.04%
13,475
-4,775
196
$68K 0.03%
+43,000
197
$55K 0.02%
12,781
198
$47K 0.02%
1,882
+1,361
199
$44K 0.02%
107
+83
200
$42K 0.02%
622
+501