We are live on ! Find out more
SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CROX icon
301
Crocs
CROX
$6.55B
– –
-3,977
Closed -$576K
CSCO icon
302
Cisco
CSCO
$479B
– –
-10,188
Closed -$542K
CVE icon
303
Cenovus Energy
CVE
$52.1B
– –
-43,632
Closed -$730K
DVAX
304
DELISTED
Dynavax Technologies
DVAX
– –
-11,394
Closed -$127K
EHTH icon
305
eHealth
EHTH
$43.9M
– –
-30,000
Closed -$122K
EPAC icon
306
Enerpac Tool Group
EPAC
$1.93B
– –
-17,014
Closed -$713K
EXPD icon
307
Expeditors International
EXPD
$23.2B
– –
-5,421
Closed -$712K
HYPD
308
Hyperion DeFi Inc
HYPD
$40.9M
– –
-1,250
Closed -$52K
FAST icon
309
Fastenal
FAST
$59.5B
– –
-8,340
Closed -$298K
FDX icon
310
FedEx
FDX
$75.4B
– –
-1,875
Closed -$513K
FORLW
311
DELISTED
Four Leaf Acquisition Corp Warrants
FORLW
– –
-35,000
Closed -$2K
GENK icon
312
GEN Restaurant Group
GENK
$10.5M
– –
-17,012
Closed -$144K
IBTH icon
313
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
– –
-50,000
Closed -$1.12M
IMXI icon
314
International Money Express
IMXI
$367M
– –
-20,241
Closed -$374K
IOVA icon
315
Iovance Biotherapeutics
IOVA
$2.87B
– –
-20,000
Closed -$188K
JPST icon
316
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
– –
-4,628
Closed -$235K
LCII icon
317
LCI Industries
LCII
$2.65B
– –
-5,069
Closed -$611K
LOMA
318
Loma Negra
LOMA
$1.22B
– –
-20,000
Closed -$161K
LOW icon
319
Lowe's Companies
LOW
$125B
– –
-1,792
Closed -$485K
MRK icon
320
Merck
MRK
$318B
– –
-9,060
Closed -$1.03M
MTD icon
321
Mettler-Toledo International
MTD
$28.6B
– –
-480
Closed -$720K
NVR icon
322
NVR
NVR
$17B
– –
-71
Closed -$697K
OBIO icon
323
Orchestra BioMed
OBIO
$254M
– –
-12,284
Closed -$63K
OSUR icon
324
OraSure Technologies
OSUR
$279M
– –
-24,000
Closed -$102K
PDLB icon
325
Ponce Financial Group
PDLB
$485M
– –
-16,089
Closed -$188K
11 12
13
14 15

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.