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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$298K 0.05%
8,340
+540
202
$291K 0.05%
25,000
203
$281K 0.05%
6,766
+100
204
$257K 0.04%
27,674
+1,174
205
$246K 0.04%
2,000
206
$244K 0.04%
862
207
$242K 0.04%
4,155
+149
208
$241K 0.04%
2,359
209
$235K 0.04%
4,628
-1,673
210
$229K 0.04%
18,500
+3,500
211
$213K 0.04%
436
212
$207K 0.03%
+1,200
213
$201K 0.03%
+4,034
214
$188K 0.03%
+20,000
215
$188K 0.03%
16,089
216
$165K 0.03%
15,000
217
$161K 0.03%
+20,000
218
$161K 0.03%
15,000
219
$144K 0.02%
17,012
220
$135K 0.02%
12,500
221
$133K 0.02%
9,960
222
$129K 0.02%
+12,500
223
$127K 0.02%
+11,394
224
$125K 0.02%
30,000
225
$123K 0.02%
10,619
7 8
9
10 11