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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$641K 0.19%
3,085
+323
177
$621K 0.18%
4,671
+538
178
$621K 0.18%
3,064
+1,332
179
$613K 0.18%
60,000
180
$611K 0.18%
8,600
+1,245
181
$609K 0.18%
10,162
+1,725
182
$608K 0.18%
4,213
+681
183
$601K 0.18%
20,517
+114
184
$599K 0.18%
2,070
+364
185
$593K 0.17%
12,520
-600
186
$593K 0.17%
7,561
+1,229
187
$590K 0.17%
2,702
+486
188
$580K 0.17%
6,984
+284
189
$577K 0.17%
1,390
+318
190
$576K 0.17%
6,437
+867
191
$571K 0.17%
6,894
-7,033
192
$564K 0.16%
2,045
-43
193
$547K 0.16%
2,042
+346
194
$533K 0.16%
19,887
195
$532K 0.16%
1,575
+238
196
$529K 0.15%
14,084
-18
197
$528K 0.15%
12,204
-831
198
$526K 0.15%
10,955
+1,535
199
$525K 0.15%
7,865
+6,906
200
$518K 0.15%
51,961
6 7
8
9 10