SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
226
Realty Income
O
$61.5B
$366K 0.05%
6,014
+7
FE icon
227
FirstEnergy
FE
$29.6B
$362K 0.05%
7,911
+974
IBHG icon
228
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$450M
$345K 0.04%
+15,321
DUK icon
229
Duke Energy
DUK
$102B
$342K 0.04%
2,763
+5
BMO icon
230
Bank of Montreal
BMO
$102B
$339K 0.04%
2,599
TRP icon
231
TC Energy
TRP
$67B
$329K 0.04%
6,050
VTI icon
232
Vanguard Total Stock Market ETF
VTI
$582B
$323K 0.04%
984
+189
XPOF icon
233
Xponential Fitness
XPOF
$150M
$317K 0.04%
40,712
+841
AMCR icon
234
Amcor
AMCR
$22.4B
$310K 0.04%
7,575
+4,754
HBAN icon
235
Huntington Bancshares
HBAN
$34.1B
$305K 0.04%
17,648
-598
FLCG
236
Federated Hermes MDT Large Cap Growth ETF
FLCG
$398M
$304K 0.04%
9,314
AEP icon
237
American Electric Power
AEP
$72.4B
$302K 0.04%
2,686
TEAM icon
238
Atlassian
TEAM
$19.8B
$302K 0.04%
1,890
+26
ETHZ
239
ETHZilla Corp
ETHZ
$67.1M
$301K 0.04%
+12,500
IYJ icon
240
iShares US Industrials ETF
IYJ
$2.29B
$299K 0.04%
2,050
CEG icon
241
Constellation Energy
CEG
$119B
$296K 0.04%
900
VLRS
242
Controladora Vuela Compañía de Aviación
VLRS
$991M
$292K 0.04%
40,697
+1,143
KMB icon
243
Kimberly-Clark
KMB
$37B
$274K 0.03%
+2,204
XSW icon
244
State Street SPDR S&P Software & Services ETF
XSW
$354M
$267K 0.03%
+1,352
FCRS.U
245
FutureCrest Acquisition Corp Units
FCRS.U
$265K 0.03%
+25,000
ETN icon
246
Eaton
ETN
$146B
$264K 0.03%
705
-137
QQQ icon
247
Invesco QQQ Trust
QQQ
$397B
$262K 0.03%
436
LPRO icon
248
Open Lending Corp
LPRO
$157M
$253K 0.03%
119,899
+6,653
DPZ icon
249
Domino's
DPZ
$13.5B
$244K 0.03%
565
-4
ENS icon
250
EnerSys
ENS
$6.12B
$238K 0.03%
+2,105
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