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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$499K 0.15%
2,396
-306
202
$498K 0.15%
50,000
203
$493K 0.15%
7,504
+84
204
$492K 0.15%
1,226
+25
205
$489K 0.15%
4,834
-501
206
$487K 0.15%
12,688
+173
207
$480K 0.15%
2,241
-56
208
$479K 0.14%
75,200
+7,000
209
$478K 0.14%
14,724
-2,659
210
$473K 0.14%
5,099
+47
211
$473K 0.14%
2,259
-826
212
$468K 0.14%
42,042
-32,800
213
$467K 0.14%
5,159
-95
214
$465K 0.14%
14,144
+1,470
215
$462K 0.14%
30,398
+135
216
$459K 0.14%
9,480
-1,035
217
$443K 0.13%
7,747
+3,126
218
$442K 0.13%
8,855
-1,275
219
$440K 0.13%
47,673
-854
220
$436K 0.13%
1,380
-665
221
$436K 0.13%
16,945
+7,225
222
$426K 0.13%
144,445
-9,534
223
$412K 0.12%
5,135
+74
224
$408K 0.12%
10,196
225
$402K 0.12%
5,869
-863
7 8
9
10 11