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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
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
TRP icon
226
TC Energy
TRP
$65.9B
$286K 0.04%
+6,050
New +$282K
T icon
227
AT&T
T
$163B
$280K 0.04%
+9,885
New +$249K
DY icon
228
Dycom Industries
DY
$12.3B
$278K 0.04%
1,827
-23
-1% -$3.96K
LYB icon
229
LyondellBasell Industries
LYB
$19.2B
$278K 0.04%
+3,950
New +$297K
IYJ icon
230
iShares US Industrials ETF
IYJ
$2.02B
$267K 0.04%
2,050
-1,386
-40% -$188K
HBAN icon
231
Huntington Bancshares
HBAN
$35.5B
$266K 0.04%
+17,710
New +$285K
DPZ icon
232
Domino's
DPZ
$11.6B
$262K 0.04%
571
-136
-19% -$61.5K
LPRO
233
DELISTED
Open Lending Corp
LPRO
$258K 0.04%
93,618
+3,434
+4% +$17.1K
BMO icon
234
Bank of Montreal
BMO
$127B
$248K 0.04%
+2,599
New +$257K
OPRT icon
235
Oportun Financial
OPRT
$372M
$247K 0.04%
45,000
-10,000
-18% -$55K
KVUE icon
236
Kenvue
KVUE
$36.9B
$240K 0.04%
+9,995
New +$221K
FLCG
237
Federated Hermes MDT Large Cap Growth ETF
FLCG
$608M
$240K 0.04%
+9,314
New +$262K
INVZ icon
238
Innoviz Technologies
INVZ
$112M
$235K 0.04%
360,000
-90,000
-20% -$104K
MTZ icon
239
MasTec
MTZ
$21.9B
$230K 0.03%
1,969
-31
-2% -$4.18K
SO icon
240
Southern Company
SO
$107B
$224K 0.03%
+2,436
New +$211K
ARE icon
241
Alexandria Real Estate Equities
ARE
$8.56B
$221K 0.03%
+2,385
New +$234K
VTI icon
242
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$219K 0.03%
795
– –
PPL
243
PPL Corp
PPL
$26.7B
$210K 0.03%
+5,806
New +$197K
ENS icon
244
EnerSys
ENS
$6.99B
$207K 0.03%
2,258
-95
-4% -$9.27K
QQQ icon
245
Invesco QQQ Trust
QQQ
$484B
$205K 0.03%
436
– –
EPAM icon
246
EPAM Systems
EPAM
$5.03B
$204K 0.03%
1,206
+64
+6% +$14.1K
VLRS
247
Controladora Vuela Compania de Aviacion
VLRS
$939M
$198K 0.03%
+37,979
New +$273K
IROHU
248
DELISTED
Iron Horse Acquisitions Corp Unit
IROHU
$168K 0.03%
15,000
– –
MGTX icon
249
MeiraGTx Holdings
MGTX
$1.21B
$163K 0.02%
24,000
-6,000
-20% -$40.3K
AMCR icon
250
Amcor
AMCR
$22.1B
$137K 0.02%
+2,821
New +$139K
8 9
10
11 12

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HI
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HCP
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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 Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.