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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.94M
3
+$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Top Sells

1
+$17.5M
2
+$12.4M
3
+$6.31M
4
PPYA
Papaya Growth Opportunity Corp. I Class A Common Stock
PPYA
+$3.23M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.1M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$367K 0.07%
4,000
-6,000
202
$355K 0.07%
+4,440
203
$349K 0.06%
6,924
-346,857
204
$347K 0.06%
+4,344
205
$345K 0.06%
+9,960
206
$336K 0.06%
+30,000
207
$312K 0.06%
+5,552
208
$306K 0.06%
+7,160
209
$303K 0.06%
+2,006
210
$291K 0.05%
+26,481
211
$279K 0.05%
25,000
212
$277K 0.05%
+25,000
213
$268K 0.05%
73,956
+19,796
214
$266K 0.05%
1,850
215
$258K 0.05%
+4,500
216
$257K 0.05%
26,060
+5,189
217
$252K 0.05%
+6,524
218
$244K 0.05%
30,000
-20,000
219
$237K 0.04%
+79,000
220
$234K 0.04%
+18,174
221
$233K 0.04%
+2,500
222
$224K 0.04%
862
223
$218K 0.04%
+6,500
224
$207K 0.04%
+1,506
225
$203K 0.04%
+5,000
7 8
9
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