SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-25,000
177
– –
-30,019
178
– –
-6,666
179
– –
-5
180
– –
-220,206
181
$0 ﹤0.01%
53,739
182
– –
-56,250
183
– –
-1,378
184
– –
-31
185
– –
-6,000
186
– –
-150,000
187
$0 ﹤0.01%
50,000
188
$0 ﹤0.01%
35,000
189
– –
-35,000
190
– –
-35,000
191
– –
-70,000
192
– –
-9,176
193
– –
-50,100
194
– –
-250,000
195
– –
-275
196
– –
-1,391
197
$0 ﹤0.01%
+51,998
198
– –
-18
199
– –
-803,337
200
$0 ﹤0.01%
45,000
6 7
8
9 10