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
$380M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$4.06M
3
+$2.4M
4
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
+$2.38M
5
ISAA
Iron Spark I Inc. Class A Common Stock
ISAA
+$2.16M

Top Sells

1
+$7.31M
2
+$5.63M
3
+$3.89M
4
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
+$3.78M
5
SV
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
+$3.28M

Sector Composition

1 Financials 20.92%
2 Healthcare 7.84%
3 Technology 6.77%
4 Industrials 5.42%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.39M 2.48%
+113,477
2
$5.67M 1.49%
41,431
-2,524
3
$4.82M 1.27%
64,358
-4,213
4
$4.62M 1.22%
18,001
+207
5
$4.29M 1.13%
46,906
-4,773
6
$4.23M 1.11%
135,672
-61,971
7
$4.06M 1.07%
+72,956
8
$4M 1.06%
27,854
+68
9
$4M 1.05%
400,331
10
$3.76M 0.99%
378,988
+200,000
11
$3.62M 0.95%
40,016
-1,188
12
$3.6M 0.95%
21,392
+55
13
$3.54M 0.93%
9,370
-8,000
14
$3.23M 0.85%
107,823
-42,763
15
$3.17M 0.84%
321,848
16
$3.16M 0.83%
184,735
+9,703
17
$3M 0.79%
53,999
+4,923
18
$2.97M 0.78%
27,180
-1,220
19
$2.88M 0.76%
33,803
-1,453
20
$2.83M 0.75%
5,508
+20
21
$2.71M 0.71%
38,842
+790
22
$2.52M 0.66%
250,000
23
$2.48M 0.65%
22,178
-26,298
24
$2.4M 0.63%
+30,109
25
$2.38M 0.63%
+238,100
1
2 3 4 5