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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$585K 0.18%
8,126
-474
177
$574K 0.17%
11,138
+183
178
$573K 0.17%
16,395
-4,122
179
$569K 0.17%
11,997
-523
180
$560K 0.17%
889
+4
181
$556K 0.17%
38,060
-1,930
182
$551K 0.17%
16,629
-297
183
$546K 0.17%
14,084
184
$543K 0.16%
1,646
-84
185
$528K 0.16%
50,000
186
$526K 0.16%
11,541
-390
187
$523K 0.16%
5,930
-507
188
$518K 0.16%
4,266
-405
189
$518K 0.16%
+50,000
190
$517K 0.16%
21,688
-1,953
191
$514K 0.16%
50,000
192
$511K 0.15%
+50,000
193
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50,000
194
$509K 0.15%
42,856
-290
195
$507K 0.15%
351
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196
$507K 0.15%
50,000
197
$506K 0.15%
11,859
-1,297
198
$505K 0.15%
2,063
+20
199
$504K 0.15%
50,000
200
$501K 0.15%
50,000
6 7
8
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