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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
WINVR
276
DELISTED
WinVest Acquisition Corp. Right
WINVR
$6K ﹤0.01%
50,000
– –
NVACW
277
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
$6K ﹤0.01%
100,000
– –
AOGOW
278
DELISTED
Arogo Capital Acquisition Corp. Warrant
AOGOW
$6K ﹤0.01%
100,000
– –
SDAWW
279
SunCar Technology Group Warrant
SDAWW
$5K ﹤0.01%
27,385
– –
ONMDW icon
280
OneMedNet Corp Warrant
ONMDW
$4K ﹤0.01%
144,389
– –
TRUG icon
281
TruGolf
TRUG
$1.02M
$4K ﹤0.01%
20
– –
BDMDW
282
Baird Medical Investment Holdings Warrant
BDMDW
$3K ﹤0.01%
+36,779
New +$3.82K
GBBKW
283
DELISTED
Global Blockchain Acquisition Corp. Warrant
GBBKW
$3K ﹤0.01%
125,000
– –
IGTAW
284
DELISTED
Inception Growth Acquisition Limited Warrants
IGTAW
$3K ﹤0.01%
37,500
– –
ADER
285
DELISTED
26 Capital Acquisition Corp
ADER
$3K ﹤0.01%
15,000
– –
DISTW
286
DELISTED
Distoken Acquisition Corporation Warrant
DISTW
$2K ﹤0.01%
75,000
– –
FORLW
287
DELISTED
Four Leaf Acquisition Corp Warrants
FORLW
$2K ﹤0.01%
+35,000
New +$1.63K
ICUCW
288
SeaStar Medical Holding Corp Warrant
ICUCW
$2K ﹤0.01%
64,658
– –
KVACW
289
DELISTED
Keen Vision Acquisition Corp Warrant
KVACW
$2K ﹤0.01%
55,000
– –
WINVW
290
DELISTED
WinVest Acquisition Corp. Warrant
WINVW
$2K ﹤0.01%
50,000
– –
GLLIW
291
DELISTED
Globalink Investment Inc. Warrants
GLLIW
$2K ﹤0.01%
100,000
– –
IMAQR
292
DELISTED
International Media Acquisition Corp. Rights
IMAQR
$2K ﹤0.01%
78,664
– –
IMAQW
293
DELISTED
International Media Acquisition Corp. Warrants
IMAQW
$2K ﹤0.01%
78,664
– –
ALUR.WS
294
DELISTED
Allurion Technologies Warrants
ALUR.WS
$1K ﹤0.01%
45,174
– –
APLMW icon
295
Apollomics Inc Warrant
APLMW
$1.63M
$1K ﹤0.01%
74,000
– –
CDTTW
296
CDT Equity Inc Warrant
CDTTW
$1.87M
$1K ﹤0.01%
150,000
– –
COEPW
297
DELISTED
Coeptis Therapeutics Warrants
COEPW
$1K ﹤0.01%
55,122
– –
DFLIW icon
298
Dragonfly Energy Holdings Warrant
DFLIW
$39.7K
$1K ﹤0.01%
31,250
– –
RMCOW icon
299
Royalty Management Holding Warrant
RMCOW
$1.83M
$1K ﹤0.01%
49,952
– –
SHFSW icon
300
SHF Holdings Warrants
SHFSW
$244K
$1K ﹤0.01%
54,050
– –
10 11
12
13 14

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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.