SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.55M
3
+$1.49M
4
NVDA icon
NVIDIA
NVDA
+$907K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$859K

Top Sells

1
+$7.46M
2
+$4.62M
3
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.8M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

1 Financials 8.62%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
26
Progressive
PGR
$134B
$3.5M 0.5%
13,263
-177
SPY icon
27
SPDR S&P 500 ETF Trust
SPY
$700B
$3.5M 0.5%
5,700
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.86T
$3.5M 0.5%
19,654
+664
IBHF icon
29
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$3.47M 0.5%
149,642
-63,125
XLB icon
30
Materials Select Sector SPDR Fund
XLB
$5.17B
$3.29M 0.47%
37,382
+682
EME icon
31
Emcor
EME
$27.5B
$3.25M 0.47%
6,126
+200
TSM icon
32
TSMC
TSM
$1.51T
$3.1M 0.44%
13,595
+1,236
STLA icon
33
Stellantis
STLA
$30.8B
$2.82M 0.4%
276,938
+4,987
GE icon
34
GE Aerospace
GE
$315B
$2.75M 0.39%
10,756
-122
SHY icon
35
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$2.73M 0.39%
32,899
+10,366
EFV icon
36
iShares MSCI EAFE Value ETF
EFV
$27.3B
$2.51M 0.36%
39,549
-11,449
SPGI icon
37
S&P Global
SPGI
$151B
$2.45M 0.35%
4,728
-36
CRH icon
38
CRH
CRH
$80.3B
$2.45M 0.35%
26,758
+251
ACGL icon
39
Arch Capital
ACGL
$34.1B
$2.2M 0.32%
24,307
-991
TSLA icon
40
Tesla
TSLA
$1.43T
$2.13M 0.31%
6,658
-1,006
AAPL icon
41
Apple
AAPL
$4.12T
$2.12M 0.3%
10,545
+956
V icon
42
Visa
V
$645B
$2.12M 0.3%
6,047
+42
XMHQ icon
43
Invesco S&P MidCap Quality ETF
XMHQ
$5.15B
$2.06M 0.29%
20,904
+1,128
EFA icon
44
iShares MSCI EAFE ETF
EFA
$68.7B
$2.02M 0.29%
22,553
LIN icon
45
Linde
LIN
$192B
$2.01M 0.29%
4,331
-171
ULCC icon
46
Frontier Group Holdings
ULCC
$1.04B
$2.01M 0.29%
556,259
+18,544
XLK icon
47
Technology Select Sector SPDR Fund
XLK
$93.6B
$1.95M 0.28%
7,790
SSD icon
48
Simpson Manufacturing
SSD
$6.94B
$1.88M 0.27%
11,942
+351
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$125B
$1.84M 0.26%
4,353
-230
PRI icon
50
Primerica
PRI
$8.21B
$1.81M 0.26%
6,758
+212
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