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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
IXUS icon
26
iShares Core MSCI Total International Stock ETF
IXUS
$59.5B
$2.47M 1.16%
+36,768
New +$2.31M
EMLC icon
27
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.81B
$2.43M 1.15%
+73,066
New +$2.34M
AMZN icon
28
Amazon
AMZN
$2.94T
$2.4M 1.13%
+14,720
New +$2.35M
USHY icon
29
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
$2.37M 1.12%
+57,436
New +$2.32M
JPM icon
30
JPMorgan Chase
JPM
$947B
$2.32M 1.09%
+18,239
New +$2.04M
VEA icon
31
Vanguard FTSE Developed Markets ETF
VEA
$234B
$2.27M 1.07%
+48,044
New +$2.11M
TLT icon
32
iShares 20+ Year Treasury Bond ETF
TLT
$41.6B
$2.25M 1.06%
+14,249
New +$2.26M
FSMD icon
33
Fidelity Small-Mid Multifactor ETF
FSMD
$2.56B
$2.11M 0.99%
+73,476
New +$1.96M
ITM icon
34
VanEck Intermediate Muni ETF
ITM
$2.15B
$2M 0.94%
+38,385
New +$1.98M
IJR icon
35
iShares Core S&P Small-Cap ETF
IJR
$111B
$1.92M 0.9%
+20,834
New +$1.71M
SCHC icon
36
Schwab International Small-Cap Equity ETF
SCHC
$5.59B
$1.87M 0.88%
+49,627
New +$1.73M
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$818B
$1.63M 0.77%
+4,345
New +$1.54M
UNH icon
38
UnitedHealth
UNH
$367B
$1.52M 0.72%
+4,329
New +$1.45M
RSPN icon
39
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.13B
$1.47M 0.69%
+46,645
New +$1.39M
GOOG icon
40
Alphabet (Google) Class C
GOOG
$4.36T
$1.46M 0.69%
+16,680
New +$1.41M
MA icon
41
Mastercard
MA
$505B
$1.44M 0.68%
+4,028
New +$1.34M
XSOE icon
42
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.07B
$1.43M 0.68%
+36,154
New +$1.33M
CBZ icon
43
CBIZ
CBZ
$2.96B
$1.38M 0.65%
+52,027
New +$1.28M
VLUE icon
44
iShares MSCI USA Value Factor ETF
VLUE
$9.37B
$1.36M 0.64%
+15,701
New +$1.28M
LMBS icon
45
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.37B
$1.28M 0.61%
+24,965
New +$1.29M
CHTR icon
46
Charter Communications
CHTR
$18.8B
$1.28M 0.6%
+1,928
New +$1.23M
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$56.7B
$1.26M 0.6%
+18,447
New +$1.18M
VTV icon
48
Vanguard Morningstar Value ETF
VTV
$191B
$1.21M 0.57%
+10,146
New +$1.14M
WMT icon
49
Walmart Inc
WMT
$892B
$1.18M 0.55%
+24,474
New +$1.19M
MU icon
50
Micron Technology
MU
$996B
$1.17M 0.55%
+15,582
New +$940K
1
2
3 4 5

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HCP
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PCOC
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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.