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
TFC icon
226
Truist Financial
TFC
$59.5B
$298K 0.04%
6,984
TRP icon
227
TC Energy
TRP
$57B
$296K 0.04%
6,050
CEG icon
228
Constellation Energy
CEG
$114B
$290K 0.04%
+900
IYJ icon
229
iShares US Industrials ETF
IYJ
$1.67B
$290K 0.04%
2,050
PLD icon
230
Prologis
PLD
$119B
$288K 0.04%
2,730
-15
BMO icon
231
Bank of Montreal
BMO
$90.3B
$284K 0.04%
2,599
FLCG
232
Federated Hermes MDT Large Cap Growth ETF
FLCG
$312M
$280K 0.04%
9,314
FE icon
233
FirstEnergy
FE
$27.6B
$277K 0.04%
+6,937
AEP icon
234
American Electric Power
AEP
$66.1B
$275K 0.04%
2,686
DPZ icon
235
Domino's
DPZ
$14.2B
$256K 0.04%
569
-2
RDDT icon
236
Reddit
RDDT
$41B
$256K 0.04%
+1,700
APP icon
237
Applovin
APP
$203B
$254K 0.04%
+725
PM icon
238
Philip Morris
PM
$245B
$244K 0.04%
1,348
-1,640
VTI icon
239
Vanguard Total Stock Market ETF
VTI
$565B
$241K 0.03%
795
QQQ icon
240
Invesco QQQ Trust
QQQ
$405B
$239K 0.03%
436
ATS icon
241
ATS Corp
ATS
$2.47B
$237K 0.03%
+7,449
LPRO icon
242
Open Lending Corp
LPRO
$226M
$229K 0.03%
113,246
+19,628
HIMS icon
243
Hims & Hers Health
HIMS
$9.05B
$226K 0.03%
+4,532
CRM icon
244
Salesforce
CRM
$219B
$220K 0.03%
+806
NFLX icon
245
Netflix
NFLX
$456B
$217K 0.03%
+1,640
EPAM icon
246
EPAM Systems
EPAM
$10.3B
$216K 0.03%
1,232
+26
KVUE icon
247
Kenvue
KVUE
$33.2B
$208K 0.03%
9,976
-19
CNI icon
248
Canadian National Railway
CNI
$59B
$207K 0.03%
+1,997
VLRS
249
Controladora Vuela Compañía de Aviación
VLRS
$839M
$185K 0.03%
39,554
+1,575
UCFI
250
CN Healthy Food Tech Group
UCFI
$157K 0.02%
+15,000
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