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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.6M
2 +$2.78M
3 +$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$31K 0.01%
89
202
$31K 0.01%
460
203
$30K 0.01%
200
204
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201
205
$30K 0.01%
1,209
206
$30K 0.01%
222
207
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261
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$29K 0.01%
225
209
$29K 0.01%
1,076
210
$28K 0.01%
553
211
$28K 0.01%
423
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$27K 0.01%
580
213
$27K 0.01%
643
214
$27K 0.01%
214
215
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282
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891
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204
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$24K 0.01%
636
221
$24K 0.01%
229
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$24K 0.01%
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73