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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$688K 0.18%
+73,392
177
$687K 0.18%
21,837
-4,028
178
$685K 0.18%
6,700
+906
179
$679K 0.18%
8,010
+3,659
180
$675K 0.18%
65,972
181
$674K 0.18%
68,871
182
$660K 0.17%
3,578
-64
183
$660K 0.17%
65,968
184
$654K 0.17%
28,345
-27,709
185
$650K 0.17%
6,669
-57,761
186
$646K 0.17%
+7,639
187
$643K 0.17%
65,000
188
$637K 0.17%
6,332
+1,232
189
$634K 0.17%
13,120
-729
190
$630K 0.17%
9,518
-711
191
$628K 0.17%
41,460
-1,830
192
$623K 0.16%
15,598
193
$619K 0.16%
14,846
+5,350
194
$612K 0.16%
16,368
+1,698
195
$605K 0.16%
60,000
196
$587K 0.15%
5,694
+40
197
$580K 0.15%
+94,008
198
$573K 0.15%
2,088
+54
199
$568K 0.15%
+2,827
200
$566K 0.15%
7,355
+2,805
6 7
8
9 10