SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$4.95M
3 +$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Sector Composition

1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$83.2M 12.51%
755,747
+79
2
$45.5M 6.85%
485,650
+16,370
3
$44.7M 6.72%
79,517
-684
4
$42.4M 6.37%
530,302
+13,015
5
$35.1M 5.27%
296,724
+32,620
6
$34.2M 5.14%
958,924
+10,403
7
$30.1M 4.53%
511,367
-4,055
8
$21M 3.16%
+903,309
9
$15.6M 2.34%
143,706
+6,328
10
$6.59M 0.99%
134,360
11
$6.11M 0.92%
147,512
+1,564
12
$6.07M 0.91%
166,439
+8,768
13
$5.72M 0.86%
83,467
+4,028
14
$5.04M 0.76%
13,440
+296
15
$5.04M 0.76%
386,266
+17,763
16
$4.94M 0.74%
+212,767
17
$4.8M 0.72%
27,700
-4,000
18
$4.14M 0.62%
21,335
19
$3.91M 0.59%
47,898
+2,502
20
$3.8M 0.57%
13,440
+534
21
$3.75M 0.56%
38,904
+1,839
22
$3.72M 0.56%
49,166
+154
23
$3.5M 0.53%
49,889
+1,208
24
$3.36M 0.51%
34,052
+1,794
25
$3.28M 0.49%
5,697
-112