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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$318K 0.13%
11,630
-6,487
202
$317K 0.13%
22,000
203
$308K 0.13%
79,000
204
$307K 0.12%
2,744
+142
205
$296K 0.12%
20,000
206
$283K 0.12%
751
-489
207
$283K 0.12%
3,572
+186
208
$282K 0.11%
3,000
-3,292
209
$281K 0.11%
31,664
210
$281K 0.11%
27,337
211
$281K 0.11%
1,896
+157
212
$279K 0.11%
1,869
-2,293
213
$278K 0.11%
27,003
214
$276K 0.11%
3,135
+149
215
$275K 0.11%
3,000
216
$273K 0.11%
25,000
217
$273K 0.11%
25,000
218
$272K 0.11%
26,378
+647
219
$271K 0.11%
11,998
+444
220
$269K 0.11%
25,000
221
$264K 0.11%
127,658
+6,680
222
$263K 0.11%
2,006
-12,902
223
$262K 0.11%
28,611
224
$261K 0.11%
21,608
+1,067
225
$261K 0.11%
4,963
+192
7 8
9
10 11