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
$627M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.07M
3
+$3.57M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.56M
5
OSCR icon
Oscar Health
OSCR
+$2.34M

Top Sells

1
+$4.95M
2
+$3.85M
3
+$3.43M
4
SEMR icon
Semrush
SEMR
+$3.32M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$87.1M 13.89%
755,668
+3,048
2
$47.2M 7.53%
80,201
+386
3
$43.8M 6.99%
469,280
+20,002
4
$41.9M 6.68%
517,287
+8,896
5
$32.9M 5.25%
264,104
+15,949
6
$31.6M 5.05%
948,521
+52,922
7
$25.5M 4.07%
515,422
+21,159
8
$18.4M 2.94%
137,378
+6,475
9
$6.45M 1.03%
145,948
-1,936
10
$6.43M 1.03%
134,360
11
$6.03M 0.96%
368,503
+142,128
12
$5.68M 0.91%
+157,671
13
$5.55M 0.89%
31,700
+23,200
14
$5.54M 0.88%
13,144
+1,960
15
$5.33M 0.85%
79,439
+1,651
16
$4.18M 0.67%
21,335
17
$3.74M 0.6%
526,574
+169,571
18
$3.62M 0.58%
16,129
+1,148
19
$3.59M 0.57%
37,065
+2,621
20
$3.57M 0.57%
+45,396
21
$3.52M 0.56%
48,681
-26,888
22
$3.47M 0.55%
15,836
-381
23
$3.44M 0.55%
49,012
+103
24
$3.43M 0.55%
17,994
+1,058
25
$3.4M 0.54%
5,809
-5,340
1
2 3 4 5