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
$541M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.94M
3
+$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.6M
5
OKLO
Oklo
OKLO
+$2.99M

Top Sells

1
+$17.5M
2
+$12.4M
3
+$6.31M
4
PPYA
Papaya Growth Opportunity Corp. I Class A Common Stock
PPYA
+$3.23M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.1M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.35%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.4M 14.32%
746,075
+67,259
2
$40.9M 7.57%
77,799
+6,847
3
$40.1M 7.42%
434,131
+13,290
4
$37.1M 6.86%
486,445
+51,657
5
$29.6M 5.47%
862,971
+111,346
6
$20.2M 3.74%
481,677
+26,480
7
$13M 2.41%
143,920
-5,430
8
$5.79M 1.07%
65,670
+7,968
9
$5.38M 1%
75,445
+1,572
10
$5.35M 0.99%
11,022
+2,481
11
$5.27M 0.98%
18,885
+3,577
12
$5.27M 0.97%
104,711
-125,401
13
$4.56M 0.84%
34,613
+8,969
14
$4.56M 0.84%
160,993
+14,139
15
$4.35M 0.8%
23,808
-1,958
16
$4.31M 0.8%
400,000
17
$3.97M 0.73%
9,429
+1,377
18
$3.84M 0.71%
137,656
+34,888
19
$3.63M 0.67%
48,909
-3,406
20
$3.26M 0.6%
272,726
+72,726
21
$3.13M 0.58%
61,656
-4,612
22
$2.99M 0.55%
+262,026
23
$2.98M 0.55%
5,700
24
$2.95M 0.55%
8,423
+1,149
25
$2.78M 0.51%
232,579
+4,727
1
2 3 4 5