SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
This Quarter Return
+13.52%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
10 Year Return
AUM
$212M
AUM Growth
Cap. Flow
+$212M
Cap. Flow %
100%
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

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 Shares
Change %
Capital Flow
IXUS icon
26
iShares Core MSCI Total International Stock ETF
IXUS
$47.6B
$2.47M 1.16%
+36,768
New +$2.47M
EMLC icon
27
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.67B
$2.43M 1.15%
+73,066
New +$2.43M
AMZN icon
28
Amazon
AMZN
$2.41T
$2.4M 1.13%
+736
New +$2.4M
USHY icon
29
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$2.37M 1.12%
+57,436
New +$2.37M
JPM icon
30
JPMorgan Chase
JPM
$824B
$2.32M 1.09%
+18,239
New +$2.32M
VEA icon
31
Vanguard FTSE Developed Markets ETF
VEA
$169B
$2.27M 1.07%
+48,044
New +$2.27M
TLT icon
32
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$2.25M 1.06%
+14,249
New +$2.25M
FSMD icon
33
Fidelity Small-Mid Multifactor ETF
FSMD
$1.69B
$2.11M 0.99%
+73,476
New +$2.11M
ITM icon
34
VanEck Intermediate Muni ETF
ITM
$1.93B
$2M 0.94%
+38,385
New +$2M
IJR icon
35
iShares Core S&P Small-Cap ETF
IJR
$84.4B
$1.92M 0.9%
+20,834
New +$1.92M
SCHC icon
36
Schwab International Small-Cap Equity ETF
SCHC
$4.75B
$1.87M 0.88%
+49,627
New +$1.87M
SPY icon
37
SPDR S&P 500 ETF Trust
SPY
$656B
$1.63M 0.77%
+4,345
New +$1.63M
UNH icon
38
UnitedHealth
UNH
$279B
$1.52M 0.72%
+4,329
New +$1.52M
RSPN icon
39
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$677M
$1.47M 0.69%
+9,329
New +$1.47M
GOOG icon
40
Alphabet (Google) Class C
GOOG
$2.79T
$1.46M 0.69%
+834
New +$1.46M
MA icon
41
Mastercard
MA
$536B
$1.44M 0.68%
+4,028
New +$1.44M
XSOE icon
42
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.95B
$1.43M 0.68%
+36,154
New +$1.43M
CBZ icon
43
CBIZ
CBZ
$3.26B
$1.38M 0.65%
+52,027
New +$1.38M
VLUE icon
44
iShares MSCI USA Value Factor ETF
VLUE
$7.04B
$1.37M 0.64%
+15,701
New +$1.37M
LMBS icon
45
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.3B
$1.29M 0.61%
+24,965
New +$1.29M
CHTR icon
46
Charter Communications
CHTR
$35.7B
$1.28M 0.6%
+1,928
New +$1.28M
IWR icon
47
iShares Russell Mid-Cap ETF
IWR
$44B
$1.27M 0.6%
+18,447
New +$1.27M
VTV icon
48
Vanguard Value ETF
VTV
$143B
$1.21M 0.57%
+10,146
New +$1.21M
WMT icon
49
Walmart
WMT
$793B
$1.18M 0.55%
+8,158
New +$1.18M
MU icon
50
Micron Technology
MU
$133B
$1.17M 0.55%
+15,582
New +$1.17M