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
$400M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$62.7M
2
+$37.7M
3
+$33.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$24.6M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$24.1M

Top Sells

1
+$4.99M
2
+$4.92M
3
+$4M
4
KLTO
Klotho Neurosciences
KLTO
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.5M 15.89%
678,816
+669,920
2
$39.7M 9.93%
420,841
+399,826
3
$33.8M 8.46%
70,952
+70,117
4
$30.6M 7.65%
434,788
+349,935
5
$24.5M 6.13%
751,625
+738,652
6
$17.8M 4.45%
455,197
+432,489
7
$14.2M 3.56%
173,500
+62,500
8
$11.6M 2.89%
230,112
+54,290
9
$7.13M 1.78%
149,350
+7,010
10
$4.74M 1.19%
73,873
+10,442
11
$4.56M 1.14%
57,702
+188
12
$4.39M 1.1%
25,766
+25,427
13
$4.29M 1.07%
400,000
14
$3.98M 1%
15,308
-2,361
15
$3.68M 0.92%
+52,315
16
$3.42M 0.86%
146,854
-3,089
17
$3.33M 0.83%
66,268
+58,304
18
$3.23M 0.81%
300,000
19
$3.22M 0.81%
25,644
-6,331
20
$3.03M 0.76%
8,052
-1,147
21
$3.02M 0.76%
8,541
-1,691
22
$2.71M 0.68%
5,700
-8,415
23
$2.58M 0.65%
189,089
-4,178
24
$2.35M 0.59%
158,254
-17,947
25
$2.32M 0.58%
44,615
+6,443
1
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