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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$609K 0.1%
+8,648
177
$605K 0.1%
+8,171
178
$605K 0.1%
+2,654
179
$596K 0.1%
65,897
+38,223
180
$593K 0.09%
+57,249
181
$589K 0.09%
3,435
+188
182
$588K 0.09%
50,000
183
$573K 0.09%
6,666
-100
184
$565K 0.09%
+18,628
185
$564K 0.09%
+238,157
186
$556K 0.09%
+26,641
187
$552K 0.09%
6,564
-132
188
$538K 0.09%
90,184
+70,184
189
$537K 0.09%
3,096
-205
190
$529K 0.08%
+2,299
191
$522K 0.08%
+307
192
$519K 0.08%
16,851
-3,639
193
$513K 0.08%
38,112
+19,612
194
$497K 0.08%
71,000
195
$494K 0.08%
4,792
-187
196
$475K 0.08%
+15,400
197
$461K 0.07%
+257,602
198
$459K 0.07%
+3,436
199
$454K 0.07%
40,000
200
$437K 0.07%
764
-2,789
6 7
8
9 10