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
$561M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.12M
3
+$1.1M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
+$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$1.09M

Top Sells

1
+$2.2M
2
+$1.69M
3
+$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
+$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80M 14.27%
748,033
+1,958
2
$43.2M 7.71%
78,975
+1,176
3
$40.9M 7.3%
436,410
+2,279
4
$38.2M 6.81%
489,367
+2,922
5
$29.4M 5.25%
874,888
+11,917
6
$21.3M 3.8%
484,854
+3,177
7
$16.1M 2.87%
130,269
-13,651
8
$5.71M 1.02%
11,333
+311
9
$5.7M 1.02%
72,372
+6,702
10
$5.47M 0.98%
20,839
+1,954
11
$5.21M 0.93%
76,302
+857
12
$4.88M 0.87%
10,929
+1,500
13
$4.53M 0.81%
38,315
+3,702
14
$4.48M 0.8%
146,044
+8,388
15
$4.38M 0.78%
87,119
-17,592
16
$3.9M 0.69%
21,335
-2,473
17
$3.55M 0.63%
48,909
18
$3.42M 0.61%
172,160
+11,167
19
$3.24M 0.58%
63,619
+1,963
20
$3.22M 0.57%
243,335
+10,756
21
$3.18M 0.57%
270,549
-2,177
22
$3.1M 0.55%
5,700
23
$3.09M 0.55%
16,003
+1,787
24
$2.99M 0.53%
16,281
+1,660
25
$2.9M 0.52%
216,282
+10,455
1
2 3 4 5