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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
+9.33%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
-$18.1M
Cap. Flow %
-2.6%
Top 10 Hldgs %
55.35%
Holding
363
New
33
Increased
121
Reduced
86
Closed
22

Top Buys

Rank Stock Value
1
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M
2
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.55M
3
SYY icon
Sysco
SYY
+$1.44M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K
5
BXBL
BOXABL, Inc. Common stock
BXBL
+$776K

Top Sells

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.95M
2
OKLO
Oklo
OKLO
+$3.18M
3
GLST
Global Star Acquisition, Inc. Class A Common Stock
GLST
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

Rank Sector Weight
1 Financials 8.6%
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
$64.2B
$298K 0.04%
6,984
– –
TRP icon
227
TC Energy
TRP
$66.6B
$296K 0.04%
6,050
– –
CEG icon
228
Constellation Energy
CEG
$93.2B
$290K 0.04%
+900
New +$238K
IYJ icon
229
iShares US Industrials ETF
IYJ
$2.02B
$290K 0.04%
2,050
– –
PLD icon
230
Prologis
PLD
$132B
$288K 0.04%
2,730
-15
-0.5% -$1.57K
BMO icon
231
Bank of Montreal
BMO
$127B
$284K 0.04%
2,599
– –
FLCG
232
Federated Hermes MDT Large Cap Growth ETF
FLCG
$603M
$280K 0.04%
9,314
– –
FE icon
233
FirstEnergy
FE
$27.4B
$277K 0.04%
+6,937
New +$286K
AEP icon
234
American Electric Power
AEP
$68.2B
$275K 0.04%
2,686
– –
DPZ icon
235
Domino's
DPZ
$11.9B
$256K 0.04%
569
-2
-0.4% -$939
RDDT icon
236
Reddit
RDDT
$29B
$256K 0.04%
+1,700
New +$193K
APP icon
237
Applovin
APP
$112B
$254K 0.04%
+725
New +$235K
PM icon
238
Philip Morris
PM
$293B
$244K 0.04%
1,348
-1,640
-55% -$282K
VTI icon
239
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
$241K 0.03%
795
– –
QQQ icon
240
Invesco QQQ Trust
QQQ
$479B
$239K 0.03%
436
– –
ATS icon
241
ATS Corp
ATS
$1.99B
$237K 0.03%
+7,449
New +$204K
LPRO
242
DELISTED
Open Lending Corp
LPRO
$229K 0.03%
113,246
+19,628
+21% +$31.7K
HIMS icon
243
Hims & Hers Health
HIMS
$6.87B
$226K 0.03%
+4,532
New +$205K
CRM icon
244
Salesforce
CRM
$153B
$220K 0.03%
+806
New +$215K
NFLX icon
245
Netflix
NFLX
$307B
$217K 0.03%
+1,640
New +$185K
EPAM icon
246
EPAM Systems
EPAM
$4.86B
$216K 0.03%
1,232
+26
+2% +$4.35K
KVUE icon
247
Kenvue
KVUE
$36.8B
$208K 0.03%
9,976
-19
-0.2% -$432
CNI icon
248
Canadian National Railway
CNI
$76.5B
$207K 0.03%
+1,997
New +$203K
VLRS
249
Controladora Vuela Compania de Aviacion
VLRS
$925M
$185K 0.03%
39,554
+1,575
+4% +$7.05K
UCFI
250
CN Healthy Food Tech Group
UCFI
$157K 0.02%
+15,000
New +$158K
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 Q2 2025 Portfolio in Review

As of Q2 2025, SkyView Investment Advisors held 363 positions worth $698M, up 4.9% from $665M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q2 2025 filing shows 33 new, 121 increased, 86 reduced and 22 closed positions. Its largest new stake was Sysco: 19,893 shares worth $1.49M. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $6.95M.

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

  • SkyView Investment Advisors's largest Q2 2025 buy was Sysco: 19,893 shares worth $1.49M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q2 2025, an estimated $2.59M increase.
  • SkyView Investment Advisors's biggest Q2 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $6.95M.
  • SkyView Investment Advisors fully exited Global Star Acquisition, Inc. Class A Common Stock in Q2 2025, selling an estimated $2.73M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $698M portfolio in Q2 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 22 in Q2 2025.
  • SkyView Investment Advisors's portfolio value rose 4.9% quarter-over-quarter to $698M.

Based on SkyView Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.