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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
+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
PLYA
326
DELISTED
Playa Hotels & Resorts
PLYA
– –
-57,687
Closed -$447K
RMD icon
327
ResMed
RMD
$30.7B
– –
-2,610
Closed -$637K
SEMR
328
DELISTED
Semrush
SEMR
– –
-211,054
Closed -$3.32M
SHY icon
329
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
– –
-19,900
Closed -$1.66M
SKY icon
330
Champion Homes
SKY
$5.14B
– –
-6,243
Closed -$592K
SLB icon
331
SLB Ltd
SLB
$75B
– –
-16,965
Closed -$712K
SPWH icon
332
Sportsman's Warehouse
SPWH
$46M
– –
-184,563
Closed -$500K
SSNC icon
333
SS&C Technologies
SSNC
$18.6B
– –
-6,400
Closed -$475K
STRA icon
334
Strategic Education
STRA
$1.92B
– –
-8,907
Closed -$824K
SWKH
335
DELISTED
SWK Holdings
SWKH
– –
-40,151
Closed -$550K
TDW icon
336
Tidewater
TDW
$4.12B
– –
-11,157
Closed -$801K
TDY icon
337
Teledyne Technologies
TDY
$32B
– –
-1,837
Closed -$804K
TECK icon
338
Teck Resources
TECK
$32.6B
– –
-14,958
Closed -$781K
TRI icon
339
Thomson Reuters
TRI
$44.1B
– –
-4,170
Closed -$722K
TSVT
340
DELISTED
2seventy bio
TSVT
– –
-12,500
Closed -$59K
UBER icon
341
Uber
UBER
$153B
– –
-30,280
Closed -$2.28M
VET icon
342
Vermilion Energy
VET
$1.66B
– –
-10,000
Closed -$98K
WOW
343
DELISTED
WideOpenWest
WOW
– –
-84,781
Closed -$445K
WSM icon
344
Williams-Sonoma
WSM
$29.6B
– –
-5,103
Closed -$791K
WTTR icon
345
Select Water Solutions
WTTR
$2.61B
– –
-61,105
Closed -$680K
WTW icon
346
Willis Towers Watson
WTW
$32B
– –
-2,560
Closed -$754K
XLF icon
347
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
– –
-68,582
Closed -$3.11M
XONE icon
348
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$829M
– –
-4,034
Closed -$201K
ZAPPW
349
DELISTED
Zapp Electric Vehicles Group Limited Warrant
ZAPPW
$0 ﹤0.01%
+12,500
New +$115
GTM
350
ZoomInfo Technologies
GTM
$1.22B
– –
-12,500
Closed -$129K
12 13
14
15 16

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KAM
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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
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 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.