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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$608K 0.14%
57,104
177
$605K 0.14%
74,162
+73,847
178
$603K 0.14%
3,356
+2,550
179
$600K 0.13%
1,995
-13,573
180
$592K 0.13%
13,775
+9,384
181
$591K 0.13%
10,142
+6,529
182
$590K 0.13%
5,087
-71
183
$581K 0.13%
2,245
+258
184
$578K 0.13%
11,189
+8,262
185
$564K 0.13%
+9,092
186
$564K 0.13%
55,122
187
$562K 0.13%
2,068
-185
188
$561K 0.13%
12,148
-624
189
$551K 0.12%
19,519
+17,294
190
$550K 0.12%
7,650
+440
191
$550K 0.12%
15,439
-16,078
192
$544K 0.12%
4,122
193
$541K 0.12%
2,677
-107
194
$540K 0.12%
5,885
+616
195
$540K 0.12%
11,351
+8,526
196
$538K 0.12%
7,293
+3,803
197
$536K 0.12%
51,753
198
$531K 0.12%
27,978
+18
199
$530K 0.12%
11,687
+7,413
200
$528K 0.12%
13,068
+10,645
6 7
8
9 10