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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$506K 0.08%
2,119
+50
177
$505K 0.08%
5,500
178
$500K 0.08%
50,000
-18,999
179
$500K 0.08%
184,563
+9,332
180
$492K 0.08%
4,979
-25
181
$485K 0.08%
1,792
-187
182
$475K 0.08%
6,400
+137
183
$458K 0.08%
1,098
+68
184
$447K 0.07%
57,687
+1,664
185
$445K 0.07%
+40,000
186
$445K 0.07%
84,781
+2,255
187
$431K 0.07%
179,604
+33,760
188
$409K 0.07%
2,055
+60
189
$397K 0.07%
4,748
+404
190
$393K 0.07%
19,485
+609
191
$384K 0.06%
35,000
192
$382K 0.06%
2,306
+130
193
$378K 0.06%
32,464
194
$374K 0.06%
20,241
+637
195
$366K 0.06%
4,370
-18
196
$365K 0.06%
1,850
197
$342K 0.06%
9,012
+604
198
$331K 0.06%
399,873
199
$321K 0.05%
47,576
+2,351
200
$302K 0.05%
107,500
+40,000
6 7
8
9 10