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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$979K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$514K 0.15%
4,088
+565
202
$514K 0.15%
17,383
+1,996
203
$514K 0.15%
+50,000
204
$512K 0.15%
16,926
+51
205
$509K 0.15%
+10,416
206
$507K 0.15%
50,000
207
$502K 0.15%
50,000
208
$502K 0.15%
50,000
209
$501K 0.15%
50,000
210
$497K 0.15%
50,000
211
$497K 0.15%
50,000
212
$494K 0.14%
+50,000
213
$491K 0.14%
+10,000
214
$489K 0.14%
4,621
+1,794
215
$489K 0.14%
+50,000
216
$487K 0.14%
9,720
+793
217
$485K 0.14%
10,515
+1,530
218
$485K 0.14%
39,990
-1,470
219
$483K 0.14%
13,156
+1,539
220
$480K 0.14%
1,730
+406
221
$480K 0.14%
1,201
+189
222
$476K 0.14%
14,587
+1,562
223
$476K 0.14%
43,146
-11,892
224
$471K 0.14%
5,254
-82
225
$471K 0.14%
16,862
-90,961
7 8
9
10 11