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
$427M
AUM Growth
+$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.85M
3
+$3.53M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.2M
5
KLTO
Klotho Neurosciences
KLTO
+$3.1M

Top Sells

1
+$3.79M
2
+$3.02M
3
+$2.46M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
AXAC
AXIOS Sustainable Growth Acquisition Corporation
AXAC
+$2.06M

Sector Composition

1 Financials 14.35%
2 Healthcare 8.41%
3 Technology 6.31%
4 Industrials 5.46%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.21M 2.16%
112,155
+31,712
2
$6.12M 1.43%
75,353
+9,269
3
$5.54M 1.3%
19,232
+2,287
4
$5.33M 1.25%
16,591
+9,963
5
$5.28M 1.24%
32,025
-681
6
$4.97M 1.16%
27,102
+7,505
7
$4.57M 1.07%
47,831
+453
8
$4.56M 1.07%
138,119
-1,754
9
$4.45M 1.04%
21,001
+4,999
10
$4.25M 0.99%
28,581
+637
11
$4.24M 0.99%
+46,856
12
$4.12M 0.96%
400,000
-50,000
13
$4.1M 0.96%
27,172
+9,679
14
$4.05M 0.95%
150,170
+21,389
15
$3.85M 0.9%
+119,709
16
$3.76M 0.88%
58,149
+3,265
17
$3.67M 0.86%
40,000
18
$3.53M 0.83%
+89,424
19
$3.48M 0.82%
40,851
-1,192
20
$3.43M 0.8%
44,565
+701
21
$3.41M 0.8%
8,339
+266
22
$3.14M 0.73%
152,144
+27,672
23
$3.1M 0.73%
+300,000
24
$3.07M 0.72%
33,662
+196
25
$3.02M 0.71%
29,008
+639
1
2 3 4 5