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
$330M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.66M
3
+$3.29M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.02M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.98M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.74M
4
RACYU
Relativity Acquisition Corp. Unit
RACYU
+$2.52M
5
GWII
Good Works II Acquisition Corp. Common Stock
GWII
+$2.25M

Sector Composition

1 Financials 16.69%
2 Healthcare 9.88%
3 Technology 6.4%
4 Industrials 6.34%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.53M 1.98%
80,443
+21,648
2
$5.04M 1.53%
+100,352
3
$5.03M 1.52%
66,084
+1,071
4
$4.49M 1.36%
47,378
+113
5
$4.4M 1.33%
450,000
+49,669
6
$4.26M 1.29%
139,873
-4,162
7
$4.25M 1.29%
32,706
-4,174
8
$4.24M 1.28%
27,944
-678
9
$4.06M 1.23%
16,945
-1,110
10
$3.66M 1.11%
+40,000
11
$3.47M 1.05%
42,043
+11,817
12
$3.32M 1.01%
19,597
-1,615
13
$3.29M 1%
+128,781
14
$3.27M 0.99%
43,864
+139
15
$3.09M 0.93%
8,073
+1,407
16
$3.04M 0.92%
45,078
+26,631
17
$3.02M 0.91%
+68,882
18
$3.01M 0.91%
33,466
-170
19
$2.98M 0.9%
+24,749
20
$2.81M 0.85%
54,884
-1,762
21
$2.68M 0.81%
5,047
-259
22
$2.52M 0.76%
28,369
-792
23
$2.46M 0.74%
238,100
24
$2.45M 0.74%
21,494
-711
25
$2.44M 0.74%
37,931
+1,002
1
2 3 4 5