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
$226M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.3M
3
+$2.78M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.24M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.03M

Top Sells

1
+$2.95M
2
+$2.88M
3
+$2.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.02M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Sector Composition

1 Technology 7.54%
2 Financials 5.8%
3 Communication Services 5.02%
4 Industrials 4.91%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.31M 3.68%
105,045
+1,881
2
$7.5M 3.32%
68,495
+2,625
3
$7.36M 3.26%
80,606
+1,088
4
$6.96M 3.08%
57,173
+2,077
5
$5.6M 2.48%
46,248
-703
6
$5.41M 2.4%
62,688
+1,270
7
$5.18M 2.29%
47,748
+1,074
8
$5.14M 2.28%
50,203
+34,502
9
$4.68M 2.07%
188,802
+672
10
$4.49M 1.99%
135,956
+4,875
11
$4.14M 1.83%
193,659
+4,194
12
$3.71M 1.64%
73,007
-75
13
$3.7M 1.64%
119,701
+5,199
14
$3.48M 1.54%
10,916
-1,117
15
$3.31M 1.47%
14,041
+446
16
$3.3M 1.46%
+39,571
17
$3.29M 1.46%
20,592
+965
18
$3.23M 1.43%
23,865
+175
19
$3.21M 1.42%
51,401
+118
20
$3.11M 1.38%
136,954
+7,995
21
$3.07M 1.36%
104,834
+6,063
22
$3.07M 1.36%
77,702
+2,985
23
$2.81M 1.25%
18,475
+236
24
$2.78M 1.23%
+87,112
25
$2.68M 1.19%
38,184
+1,416
1
2 3 4 5