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
$445M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.83M
3
+$3.48M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.3M
5
META icon
Meta Platforms (Facebook)
META
+$3.18M

Top Sells

1
+$18.4M
2
+$4.31M
3
+$4.08M
4
WU icon
Western Union
WU
+$3.32M
5
SEMR icon
Semrush
SEMR
+$3.01M

Sector Composition

1 Financials 9.33%
2 Technology 8.35%
3 Healthcare 5.71%
4 Consumer Discretionary 5.06%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 2.26%
105,842
-706
2
$9.09M 2.04%
70,679
-6,943
3
$8.95M 2.01%
61,481
+803
4
$8.61M 1.94%
81,223
-611
5
$8.17M 1.84%
58,105
+14,484
6
$7.14M 1.6%
60,127
-6,837
7
$6.28M 1.41%
63,913
+610
8
$6.05M 1.36%
41,473
+23,878
9
$5.41M 1.22%
145,178
+2,333
10
$5.11M 1.15%
144,777
-240
11
$5.1M 1.15%
+155,130
12
$4.92M 1.11%
113
+16
13
$4.86M 1.09%
181,443
-183
14
$4.79M 1.08%
138,617
+11,256
15
$4.75M 1.07%
6,612
+2,329
16
$4.54M 1.02%
89,922
-3,439
17
$4.41M 0.99%
37,204
+12,926
18
$4.39M 0.99%
13,680
+538
19
$4.38M 0.99%
25,645
+684
20
$4.21M 0.95%
10,580
-265
21
$3.97M 0.89%
15,473
+706
22
$3.95M 0.89%
36,098
+4,846
23
$3.9M 0.88%
57,225
+46,686
24
$3.85M 0.87%
4,818,020
+4,794,240
25
$3.46M 0.78%
52,038
+246
1
2 3 4 5