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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$216K 0.1%
3,871
177
$212K 0.1%
3,510
178
$212K 0.1%
12,600
179
$211K 0.1%
3,348
180
$207K 0.1%
2,656
181
$201K 0.09%
5,196
182
$200K 0.09%
2,580
183
$188K 0.09%
13,776
184
$168K 0.08%
12,250
185
$134K 0.06%
1,625
186
$127K 0.06%
12,600
187
$97K 0.05%
13,475
188
$68K 0.03%
43,000
189
$55K 0.03%
12,781
190
$47K 0.02%
1,882
191
$44K 0.02%
107
192
$42K 0.02%
622
193
$41K 0.02%
245
194
$39K 0.02%
729
195
$37K 0.02%
450
196
$37K 0.02%
263
197
$34K 0.02%
702
198
$32K 0.01%
81
199
$32K 0.01%
140
200
$32K 0.01%
1,445
6 7
8
9 10