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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$411K 0.07%
+2,398
202
$409K 0.07%
19,604
+231
203
$396K 0.07%
2,176
+170
204
$393K 0.07%
6,263
+546
205
$391K 0.07%
29,923
-2,567
206
$385K 0.07%
1,030
+127
207
$383K 0.07%
+35,000
208
$378K 0.07%
32,464
-17,536
209
$375K 0.07%
1,995
+25
210
$371K 0.07%
+399,873
211
$364K 0.06%
45,225
+5,537
212
$346K 0.06%
4,388
-52
213
$340K 0.06%
4,344
214
$318K 0.06%
6,301
-623
215
$312K 0.06%
1,850
216
$308K 0.05%
+1,002
217
$289K 0.05%
25,000
218
$281K 0.05%
8,408
+1,248
219
$245K 0.04%
7,800
+1,276
220
$244K 0.04%
+2,359
221
$242K 0.04%
26,500
+440
222
$236K 0.04%
+1,383
223
$234K 0.04%
+15,000
224
$231K 0.04%
862
225
$231K 0.04%
9,960
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