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
$602M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$6.71M
3
+$3.23M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.94M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.58M

Top Sells

1
+$3.24M
2
+$2.72M
3
+$2.5M
4
VCXB
10X Capital Venture Acquisition Corp III
VCXB
+$2.2M
5
NVO icon
Novo Nordisk
NVO
+$2.02M

Sector Composition

1 Financials 9.27%
2 Technology 7.62%
3 Industrials 7.35%
4 Consumer Discretionary 5.36%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85M 14.13%
752,620
+4,587
2
$46M 7.65%
79,815
+840
3
$43M 7.16%
449,278
+12,868
4
$42.3M 7.03%
508,391
+19,024
5
$32.4M 5.39%
895,599
+20,711
6
$29.7M 4.93%
+248,155
7
$24.5M 4.08%
494,263
+9,409
8
$15.9M 2.64%
130,903
+634
9
$6.71M 1.12%
+134,360
10
$6.46M 1.07%
75,569
+3,197
11
$6.38M 1.06%
11,149
-184
12
$5.98M 0.99%
21,761
+922
13
$5.57M 0.93%
77,788
+1,486
14
$5.15M 0.86%
147,884
+1,840
15
$4.82M 0.8%
11,184
+255
16
$4.71M 0.78%
40,218
+1,903
17
$4.23M 0.7%
21,335
18
$3.82M 0.63%
48,909
19
$3.32M 0.55%
211,054
-5,228
20
$3.27M 0.54%
5,700
21
$3.25M 0.54%
29,067
+454
22
$3.24M 0.54%
7,533
+68
23
$3.23M 0.54%
+63,755
24
$3.21M 0.53%
270,549
25
$3.11M 0.52%
34,444
+2,300
1
2 3 4 5