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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
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
IROHU
226
DELISTED
Iron Horse Acquisitions Corp Unit
IROHU
$162K 0.03%
15,000
– –
LGF.B
227
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$151K 0.02%
+20,000
New +$140K
BBAI.WS icon
228
BigBear.ai Holdings Warrant
BBAI.WS
$43.5M
$149K 0.02%
93,472
-6,581
-7% -$2.94K
IXAQ
229
DELISTED
IX Acquisition Corp. Class A Ordinary Share
IXAQ
$123K 0.02%
10,619
– –
APLD icon
230
Applied Digital
APLD
$8.41B
$115K 0.02%
+15,000
New +$125K
WBD icon
231
Warner Bros
WBD
$67.1B
$115K 0.02%
+10,895
New +$101K
MKTW icon
232
MarketWise
MKTW
$56.6M
$113K 0.02%
9,960
– –
SBI
233
Western Asset Intermediate Muni Fund
SBI
$108M
$109K 0.02%
14,058
– –
BKHA
234
Black Hawk Acquisition Corp
BKHA
$48.9M
$107K 0.02%
10,000
– –
BCRX icon
235
BioCryst Pharmaceuticals
BCRX
$2.4B
$98K 0.02%
13,000
– –
COGT icon
236
Cogent Biosciences
COGT
$7.24B
$98K 0.02%
12,500
– –
DTI icon
237
Drilling Tools International
DTI
$80.1M
$79K 0.01%
24,189
– –
KLXE icon
238
KLX Energy Services
KLXE
$42.3M
$75K 0.01%
15,000
– –
BNR
239
Burning Rock Biotech
BNR
$92.9M
$68K 0.01%
10,000
– –
AENTW icon
240
Alliance Entertainment Holding Corp Warrants
AENTW
$4.27M
$42K 0.01%
72,031
– –
BZAIW
241
Blaize Holdings Warrants
BZAIW
$6.52M
$29K ﹤0.01%
100,000
– –
GRRRW
242
Gorilla Technology Group Warrant
GRRRW
$1.82M
$23K ﹤0.01%
24,100
– –
IRRX.WS
243
DELISTED
Integrated Rail and Resources Acquisition Corp. Redeemable warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
IRRX.WS
$18K ﹤0.01%
175,577
– –
GBBKR
244
DELISTED
Global Blockchain Acquisition Corp. Right
GBBKR
$13K ﹤0.01%
125,000
– –
NVACR
245
DELISTED
NorthView Acquisition Corporation Rights
NVACR
$11K ﹤0.01%
200,000
– –
DISTR
246
DELISTED
Distoken Acquisition Corporation Right
DISTR
$9K ﹤0.01%
75,000
– –
SDAWW
247
SunCar Technology Group Warrant
SDAWW
$12.3M
$9K ﹤0.01%
27,385
– –
BNIXR
248
DELISTED
Bannix Acquisition Corp. Right
BNIXR
$9K ﹤0.01%
97,000
– –
OAKUR
249
DELISTED
Oak Woods Acquisition Corp Right
OAKUR
$7K ﹤0.01%
40,000
– –
TRUG icon
250
TruGolf
TRUG
$1.02M
$7K ﹤0.01%
20
– –
8 9
10
11 12

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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
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PCOC
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QI
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MGM
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TWP
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SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.