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
$698M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.55M
3
+$1.49M
4
NVDA icon
NVIDIA
NVDA
+$907K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$859K

Top Sells

1
+$7.46M
2
+$4.62M
3
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.8M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

1 Financials 8.62%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$83.8M 12.01%
693,952
-61,795
IVV icon
2
iShares Core S&P 500 ETF
IVV
$660B
$49.4M 7.08%
79,982
+465
MBB icon
3
iShares MBS ETF
MBB
$41.6B
$45.8M 6.56%
489,413
+3,763
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$44.8M 6.43%
537,459
+7,157
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.45B
$40.7M 5.83%
1,027,678
+68,754
IEI icon
6
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$35.2M 5.04%
295,867
-857
IAU icon
7
iShares Gold Trust
IAU
$64.1B
$29.7M 4.26%
482,099
-29,268
NVDA icon
8
NVIDIA
NVDA
$4.38T
$23.6M 3.38%
149,456
+5,750
IBHE icon
9
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$22.6M 3.23%
970,073
+66,764
IBKR icon
10
Interactive Brokers
IBKR
$31.1B
$8.03M 1.15%
148,163
+651
MSFT icon
11
Microsoft
MSFT
$3.82T
$6.84M 0.98%
13,792
+352
PMBS
12
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$753M
$6.57M 0.94%
134,360
ALLY icon
13
Ally Financial
ALLY
$12.2B
$6.5M 0.93%
167,083
+644
UPWK icon
14
Upwork
UPWK
$2.23B
$5.3M 0.76%
389,237
+2,971
EWJ icon
15
iShares MSCI Japan ETF
EWJ
$15.8B
$4.72M 0.68%
62,679
-20,788
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
$4.71M 0.68%
26,034
-1,666
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$4.35M 0.62%
21,335
XLC icon
18
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$4.2M 0.6%
38,960
+56
META icon
19
Meta Platforms (Facebook)
META
$1.8T
$4.17M 0.6%
5,679
-18
IEFA icon
20
iShares Core MSCI EAFE ETF
IEFA
$156B
$4.1M 0.59%
49,166
AMZN icon
21
Amazon
AMZN
$2.3T
$4.09M 0.59%
18,379
+2,384
XLP icon
22
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$3.91M 0.56%
48,545
+647
OSCR icon
23
Oscar Health
OSCR
$5.34B
$3.9M 0.56%
190,539
+2,186
XLY icon
24
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
$3.78M 0.54%
17,292
+266
CP icon
25
Canadian Pacific Kansas City
CP
$69.9B
$3.68M 0.53%
46,881
-3,008
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