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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$509K 0.09%
4,926
+611
177
$507K 0.09%
2,500
178
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5,500
+1,500
179
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+21
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6,666
181
$489K 0.09%
2,324
+1
182
$488K 0.09%
5,004
-67
183
$487K 0.09%
5,035
+553
184
$479K 0.09%
1,178
185
$471K 0.08%
2,069
+202
186
$470K 0.08%
56,023
+4,389
187
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11,821
+1,532
188
$463K 0.08%
9,748
+1,179
189
$459K 0.08%
40,000
190
$449K 0.08%
42,000
191
$446K 0.08%
3,437
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192
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82,526
+8,570
193
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79,000
194
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1,979
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195
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+6,757
196
$423K 0.08%
35,000
197
$422K 0.08%
18,876
+2,062
198
$422K 0.08%
175,231
+18,192
199
$418K 0.07%
+9,195
200
$414K 0.07%
6,111
+60
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