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
$342M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.91M
3
+$1.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$979K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$959K

Top Sells

1
+$6.25M
2
+$4.44M
3
+$4.06M
4
AMT icon
American Tower
AMT
+$3.22M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.91M

Sector Composition

1 Financials 21.45%
2 Healthcare 8.97%
3 Technology 7%
4 Consumer Discretionary 6.2%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.1M 1.49%
36,880
-4,551
2
$4.78M 1.4%
58,795
-54,682
3
$4.62M 1.35%
65,013
+655
4
$4.21M 1.23%
18,055
+54
5
$4.17M 1.22%
144,035
+8,363
6
$4.04M 1.18%
400,331
7
$4.04M 1.18%
47,265
+359
8
$3.79M 1.11%
378,988
9
$3.61M 1.06%
28,622
+768
10
$3.28M 0.96%
21,212
-180
11
$3.21M 0.94%
321,848
12
$2.92M 0.85%
43,725
+4,883
13
$2.85M 0.83%
56,646
+2,647
14
$2.8M 0.82%
29,161
+1,981
15
$2.74M 0.8%
179,666
-5,069
16
$2.69M 0.79%
33,636
-167
17
$2.68M 0.78%
5,306
-202
18
$2.54M 0.74%
50,568
+46,408
19
$2.52M 0.74%
250,000
20
$2.41M 0.71%
238,100
21
$2.38M 0.7%
6,666
-2,704
22
$2.31M 0.67%
22,205
+27
23
$2.3M 0.67%
16,979
+2,596
24
$2.28M 0.67%
36,929
+7,082
25
$2.27M 0.66%
225,000
1
2 3 4 5