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
$246M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.49M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.07M

Top Sells

1
+$7.52M
2
+$5.53M
3
+$5.46M
4
GLD icon
SPDR Gold Trust
GLD
+$4.73M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$4.63M

Sector Composition

1 Financials 18.17%
2 Industrials 11.9%
3 Technology 10.74%
4 Consumer Discretionary 8.73%
5 Healthcare 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.99M 3.65%
111,000
+16,000
2
$8.85M 3.59%
175,822
+140,822
3
$6.19M 2.52%
142,340
+126,200
4
$6.03M 2.45%
14,115
+5,780
5
$5.39M 2.19%
84,853
+64,107
6
$4.99M 2.03%
+28,216
7
$4.92M 2%
+104,674
8
$4.28M 1.74%
57,514
-10,033
9
$4.28M 1.74%
400,000
10
$4.06M 1.65%
17,669
-4,684
11
$3.82M 1.55%
63,431
+3,289
12
$3.46M 1.41%
31,975
-2,144
13
$3.21M 1.31%
300,000
14
$3.2M 1.3%
300,000
15
$3.07M 1.25%
10,232
-6,230
16
$2.9M 1.18%
9,199
-9,980
17
$2.87M 1.17%
149,943
-8,008
18
$2.71M 1.1%
125,380
-32,448
19
$2.19M 0.89%
200,000
20
$2.16M 0.88%
200,000
21
$2M 0.81%
176,201
-1,696
22
$1.98M 0.81%
19,802
23
$1.95M 0.79%
24,425
+844
24
$1.87M 0.76%
38,172
+1,855
25
$1.87M 0.76%
21,015
-27,444
1
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