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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$561K 0.15%
56,300
-3,700
202
$560K 0.15%
55,271
203
$554K 0.15%
24,372
+274
204
$553K 0.15%
16,557
+14,982
205
$549K 0.14%
55,038
-49,314
206
$548K 0.14%
4,583
+32
207
$533K 0.14%
+5,570
208
$530K 0.14%
41,032
-15,386
209
$528K 0.14%
13,035
-150
210
$525K 0.14%
16,875
+510
211
$513K 0.14%
3,532
+4
212
$513K 0.14%
9,420
-296
213
$513K 0.14%
51,961
214
$511K 0.13%
1,072
+27
215
$511K 0.13%
2,762
+1,155
216
$508K 0.13%
5,336
-1,974
217
$508K 0.13%
49,431
+15,735
218
$507K 0.13%
50,000
219
$505K 0.13%
50,000
220
$505K 0.13%
12,890
-22,079
221
$504K 0.13%
50,010
222
$503K 0.13%
919
+2
223
$503K 0.13%
50,000
224
$502K 0.13%
1,337
-1,004
225
$502K 0.13%
5,506
-405
7 8
9
10 11