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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
+13.54%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow %
94.68%
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.41M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$7.4M
3
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$6.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.07M
5
AAPL icon
Apple
AAPL
+$5.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.55%
2 Communication Services 5.29%
3 Financials 5.23%
4 Consumer Discretionary 4.51%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
276
Shopify
SHOP
$195B
$1K ﹤0.01%
+10
New +$1.05K
THO icon
277
Thor Industries
THO
$4.14B
$1K ﹤0.01%
+14
New +$1.31K
8 9 10 11
12

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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 Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for SkyView Investment Advisors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 27% of the portfolio.

Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Communication Services and Financials.

  • SkyView Investment Advisors's largest Q4 2020 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
  • SkyView Investment Advisors's ten largest holdings make up 27% of its $212M portfolio in Q4 2020.
  • SkyView Investment Advisors disclosed 294 positions in Q4 2020, its first 13F filing on record.

Based on SkyView Investment Advisors's 13F filing for Q4 2020, filed 2 Mar 2021.