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
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$4.94M
3
+$3.85M
4
TSM icon
TSMC
TSM
+$2.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.86M

Top Sells

1
+$3M
2
+$1.54M
3
+$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

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
$55.9B
$286K 0.04%
+6,050
T icon
227
AT&T
T
$171B
$280K 0.04%
+9,885
DY icon
228
Dycom Industries
DY
$10.1B
$278K 0.04%
1,827
-23
LYB icon
229
LyondellBasell Industries
LYB
$13.8B
$278K 0.04%
+3,950
IYJ icon
230
iShares US Industrials ETF
IYJ
$1.71B
$267K 0.04%
2,050
-1,386
HBAN icon
231
Huntington Bancshares
HBAN
$27.8B
$266K 0.04%
+17,710
DPZ icon
232
Domino's
DPZ
$14.7B
$262K 0.04%
571
-136
LPRO icon
233
Open Lending Corp
LPRO
$210M
$258K 0.04%
93,618
+3,434
BMO icon
234
Bank of Montreal
BMO
$92.5B
$248K 0.04%
+2,599
OPRT icon
235
Oportun Financial
OPRT
$242M
$247K 0.04%
45,000
-10,000
KVUE icon
236
Kenvue
KVUE
$33B
$240K 0.04%
+9,995
FLCG
237
Federated Hermes MDT Large Cap Growth ETF
FLCG
$321M
$240K 0.04%
+9,314
INVZ icon
238
Innoviz Technologies
INVZ
$251M
$235K 0.04%
360,000
-90,000
MTZ icon
239
MasTec
MTZ
$17.2B
$230K 0.03%
1,969
-31
SO icon
240
Southern Company
SO
$94.4B
$224K 0.03%
+2,436
ARE icon
241
Alexandria Real Estate Equities
ARE
$8.12B
$221K 0.03%
+2,385
VTI icon
242
Vanguard Total Stock Market ETF
VTI
$564B
$219K 0.03%
795
PPL icon
243
PPL Corp
PPL
$25.1B
$210K 0.03%
+5,806
ENS icon
244
EnerSys
ENS
$5.35B
$207K 0.03%
2,258
-95
QQQ icon
245
Invesco QQQ Trust
QQQ
$402B
$205K 0.03%
436
EPAM icon
246
EPAM Systems
EPAM
$11.4B
$204K 0.03%
1,206
+64
VLRS
247
Controladora Vuela Compañía de Aviación
VLRS
$899M
$198K 0.03%
+37,979
IROHU
248
DELISTED
Iron Horse Acquisitions Corp Unit
IROHU
$168K 0.03%
15,000
MGTX icon
249
MeiraGTx Holdings
MGTX
$692M
$163K 0.02%
24,000
-6,000
AMCR icon
250
Amcor
AMCR
$19.2B
$137K 0.02%
+14,104
8 9
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