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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$381K 0.15%
2,228
-31,957
177
$372K 0.15%
1,616
+48
178
$371K 0.15%
48,555
+1,452
179
$370K 0.15%
4,764
+154
180
$369K 0.15%
1,391
+55
181
$369K 0.15%
35,000
182
$361K 0.15%
5,317
-3,764
183
$359K 0.15%
14,629
+556
184
$359K 0.15%
835
+309
185
$358K 0.15%
2,667
+124
186
$355K 0.14%
32,490
187
$349K 0.14%
3,292
+161
188
$348K 0.14%
50,000
189
$343K 0.14%
5,385
+171
190
$342K 0.14%
6,874
+333
191
$333K 0.14%
7,799
+342
192
$332K 0.13%
30,019
193
$327K 0.13%
1,570
-2,141
194
$327K 0.13%
30,000
195
$324K 0.13%
22,368
196
$324K 0.13%
44,739
+2,173
197
$323K 0.13%
30,000
198
$322K 0.13%
11,019
+615
199
$322K 0.13%
2,982
+138
200
$319K 0.13%
9,960
6 7
8
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