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
$423M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Sells

1 +$609M
2 +$121M
3 +$87.5M
4
SHOP icon
Shopify
SHOP
+$49.9M
5
AMZN icon
Amazon
AMZN
+$39M

Sector Composition

1 Financials 14.75%
2 Technology 6.87%
3 Healthcare 6.7%
4 Industrials 5.79%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.67M 1.81%
17,370
+10,758
2
$7.31M 1.73%
61,498
-9,181
3
$6.95M 1.64%
43,955
-14,150
4
$6.48M 1.53%
197,643
+52,465
5
$6.28M 1.48%
64,430
+4,303
6
$5.93M 1.4%
48,476
-13,005
7
$5.58M 1.32%
68,571
-37,271
8
$5.15M 1.22%
51,679
-29,544
9
$5.07M 1.2%
17,794
-23,679
10
$4.99M 1.18%
150,586
-4,544
11
$4.33M 1.02%
27,786
-9,418
12
$4.15M 0.98%
41,204
+5,106
13
$4.11M 0.97%
81,929
-7,993
14
$3.98M 0.94%
+400,331
15
$3.78M 0.89%
123,387
+1,270
16
$3.74M 0.88%
21,337
-4,308
17
$3.61M 0.85%
28,400
-4,789,620
18
$3.28M 0.77%
+313,310
19
$3.24M 0.77%
35,256
-28,657
20
$3.21M 0.76%
+175,032
21
$3.16M 0.75%
+321,848
22
$3.01M 0.71%
38,052
+18,708
23
$2.93M 0.69%
13,624
-43,601
24
$2.87M 0.68%
49,076
+18,911
25
$2.77M 0.65%
5,488
-37,636