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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.94M
3 +$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$481K 0.09%
+38,014
177
$477K 0.09%
2,094
+70
178
$475K 0.09%
+6,666
179
$473K 0.09%
+16,814
180
$470K 0.09%
+5,071
181
$467K 0.09%
96,440
+15,692
182
$462K 0.09%
+1,595
183
$457K 0.08%
+13,748
184
$457K 0.08%
+1,796
185
$449K 0.08%
+15,252
186
$446K 0.08%
+10,289
187
$445K 0.08%
+40,000
188
$445K 0.08%
+42,000
189
$442K 0.08%
+3,034
190
$442K 0.08%
+19,373
191
$440K 0.08%
+1,867
192
$438K 0.08%
5,759
+719
193
$436K 0.08%
40,000
194
$428K 0.08%
+8,569
195
$411K 0.08%
+32,490
196
$405K 0.07%
+35,000
197
$398K 0.07%
+2,323
198
$379K 0.07%
35,000
199
$371K 0.07%
+903
200
$368K 0.07%
5,717
+210