SFG

Skyview Financial Group Portfolio holdings

AUM $96.9M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$3.94M
3
+$3.93M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.88M
5
BA icon
Boeing
BA
+$3.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.96%
2 Technology 12.13%
3 Industrials 11.79%
4 Financials 9.15%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSP icon
26
Invesco S&P 500 Equal Weight ETF
RSP
$86.4B
$1.28M 1.32%
+6,671
NVDA icon
27
NVIDIA
NVDA
$4.58T
$1.2M 1.23%
+6,411
RDVY icon
28
First Trust Rising Dividend Achievers ETF
RDVY
$21B
$1.19M 1.23%
+17,134
GRID icon
29
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$8.4B
$1.19M 1.23%
+7,778
TSPA icon
30
T. Rowe Price US Equity Research ETF
TSPA
$2.33B
$1.06M 1.1%
+24,883
BFLY icon
31
Butterfly Network
BFLY
$1.05B
$1.05M 1.09%
+277,309
FESM icon
32
Fidelity Enhanced Small Cap ETF
FESM
$4.32B
$1.05M 1.08%
+27,809
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.82T
$1.02M 1.06%
+3,258
AMD icon
34
Advanced Micro Devices
AMD
$399B
$991K 1.02%
+4,629
BSX icon
35
Boston Scientific
BSX
$91.8B
$947K 0.98%
+9,927
PWR icon
36
Quanta Services
PWR
$87.6B
$830K 0.86%
+1,966
UCON icon
37
First Trust Smith Unconstrained Bond ETF
UCON
$3.24B
$702K 0.72%
+27,883
AMSC icon
38
American Superconductor
AMSC
$1.8B
$663K 0.68%
+23,038
QQQ icon
39
Invesco QQQ Trust
QQQ
$396B
$645K 0.67%
+1,050
SLV icon
40
iShares Silver Trust
SLV
$39.1B
$636K 0.66%
+9,867
CL icon
41
Colgate-Palmolive
CL
$67.7B
$536K 0.55%
+6,784
FVD icon
42
First Trust Value Line Dividend Fund
FVD
$8.23B
$533K 0.55%
+11,574
GFL icon
43
GFL Environmental
GFL
$15.6B
$490K 0.51%
+11,402
AAPL icon
44
Apple
AAPL
$3.82T
$477K 0.49%
+1,756
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$38.6B
$424K 0.44%
+6,112
FDEC icon
46
FT Vest US Equity Buffer ETF December
FDEC
$1.27B
$385K 0.4%
+7,528
AVGO icon
47
Broadcom
AVGO
$1.76T
$353K 0.36%
+1,019
JPM icon
48
JPMorgan Chase
JPM
$831B
$353K 0.36%
+1,094
BIL icon
49
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$51.1B
$352K 0.36%
+3,849
VYM icon
50
Vanguard High Dividend Yield ETF
VYM
$74.6B
$324K 0.33%
+2,257
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