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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$432K 0.07%
1,776
-2,352
202
$413K 0.07%
+3,733
203
$397K 0.06%
32,464
204
$389K 0.06%
35,000
205
$381K 0.06%
119
-488
206
$343K 0.05%
+5,226
207
$331K 0.05%
4,346
-24
208
$322K 0.05%
1,850
209
$297K 0.05%
707
-2,146
210
$292K 0.05%
3,012
-3,988
211
$281K 0.04%
+6,159
212
$272K 0.04%
2,000
213
$267K 0.04%
1,142
-913
214
$238K 0.04%
2,342
-37,876
215
$230K 0.04%
795
-67
216
$229K 0.04%
+7,500
217
$227K 0.04%
+1,565
218
$223K 0.04%
436
219
$217K 0.03%
2,353
-6
220
$213K 0.03%
55,000
-52,500
221
$206K 0.03%
2,610
-10,650
222
$203K 0.03%
+2,115
223
$183K 0.03%
30,000
224
$175K 0.03%
10,000
225
$162K 0.03%
15,000
7 8
9
10 11