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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$7.45M
3
+$6.65M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.4M
5
AAPL icon
Apple
AAPL
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.55%
2 Communication Services 5.29%
3 Financials 5.23%
4 Consumer Discretionary 4.51%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.81M 3.68%
+103,164
2
$7.45M 3.51%
+65,870
3
$6.65M 3.14%
+79,518
4
$6.4M 3.02%
+55,096
5
$6.23M 2.94%
+46,951
6
$5.14M 2.42%
+46,674
7
$4.91M 2.31%
+61,418
8
$4.28M 2.02%
+188,130
9
$4.18M 1.97%
+131,081
10
$4.11M 1.94%
+189,465
11
$3.71M 1.75%
+73,082
12
$3.65M 1.72%
+12,033
13
$3.5M 1.65%
+19,627
14
$3.35M 1.58%
+114,502
15
$3.3M 1.55%
+23,690
16
$3.07M 1.45%
+128,959
17
$3.02M 1.43%
+13,595
18
$2.95M 1.39%
+30,556
19
$2.9M 1.37%
+98,771
20
$2.88M 1.36%
+130,169
21
$2.85M 1.34%
+74,717
22
$2.78M 1.31%
+51,283
23
$2.52M 1.19%
+21,478
24
$2.51M 1.18%
+70,396
25
$2.5M 1.18%
+9,884
1
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