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
$215M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.6M
2
+$2.78M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$680K
5
BBY icon
Best Buy
BBY
+$568K

Sector Composition

1 Financials 5.42%
2 Technology 5.32%
3 Communication Services 5.28%
4 Industrials 4.97%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.31M 3.87%
105,045
2
$7.5M 3.5%
68,495
3
$7.36M 3.43%
80,606
4
$6.96M 3.25%
57,173
5
$5.41M 2.52%
62,688
6
$5.18M 2.41%
47,748
7
$5.14M 2.4%
50,203
8
$4.68M 2.18%
188,802
9
$4.49M 2.09%
135,956
10
$4.14M 1.93%
193,659
11
$3.71M 1.73%
73,007
12
$3.7M 1.72%
119,701
13
$3.48M 1.62%
10,916
14
$3.31M 1.54%
14,041
15
$3.3M 1.54%
39,571
16
$3.29M 1.54%
20,592
17
$3.23M 1.51%
23,865
18
$3.21M 1.49%
51,401
19
$3.11M 1.45%
136,954
20
$3.07M 1.43%
104,834
21
$3.07M 1.43%
77,702
22
$2.81M 1.31%
18,475
23
$2.68M 1.25%
38,184
24
$2.62M 1.22%
71,922
25
$2.54M 1.18%
21,859
1
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