SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
This Quarter Return
+10.35%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$541M
AUM Growth
+$541M
Cap. Flow
+$93M
Cap. Flow %
17.21%
Top 10 Hldgs %
51.71%
Holding
377
New
208
Increased
62
Reduced
15
Closed
23

Top Buys

1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.98M
2
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$3.94M
3
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$3.6M
5
OKLO
Oklo
OKLO
$2.99M

Top Sells

1
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$17.5M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
$12.4M
3
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
$6.31M
4
PPYA
Papaya Growth Opportunity Corp. I Class A Common Stock
PPYA
$3.23M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
$2.1M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.34%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SEMR icon
26
Semrush
SEMR
$1.15B
$2.73M 0.5%
205,827
+16,738
+9% +$222K
XLF icon
27
Financial Select Sector SPDR Fund
XLF
$53.6B
$2.7M 0.5%
63,981
+3,991
+7% +$168K
GFF icon
28
Griffon
GFF
$3.58B
$2.69M 0.5%
36,669
+5,765
+19% +$423K
KVACU icon
29
Keen Vision Acquisition Corporation Units
KVACU
$2.67M 0.49%
+255,000
New +$2.67M
AMZN icon
30
Amazon
AMZN
$2.41T
$2.56M 0.47%
14,216
+432
+3% +$77.9K
XLC icon
31
The Communication Services Select Sector SPDR Fund
XLC
$25.4B
$2.55M 0.47%
31,251
+2,011
+7% +$164K
XLY icon
32
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
$2.49M 0.46%
13,532
+965
+8% +$177K
EFV icon
33
iShares MSCI EAFE Value ETF
EFV
$27.5B
$2.48M 0.46%
45,571
+956
+2% +$52K
ACGL icon
34
Arch Capital
ACGL
$34.7B
$2.45M 0.45%
26,498
+2,791
+12% +$258K
XLP icon
35
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
$2.4M 0.44%
+31,468
New +$2.4M
UPWK icon
36
Upwork
UPWK
$2.18B
$2.29M 0.42%
186,393
+28,139
+18% +$345K
ULCC icon
37
Frontier Group Holdings
ULCC
$1.27B
$2.23M 0.41%
274,665
+37,644
+16% +$305K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$2.79T
$2.23M 0.41%
14,621
+506
+4% +$77K
MCO icon
39
Moody's
MCO
$89B
$2.15M 0.4%
5,477
+663
+14% +$261K
ROST icon
40
Ross Stores
ROST
$49.3B
$2.14M 0.4%
14,565
+1,630
+13% +$239K
UBER icon
41
Uber
UBER
$194B
$2.13M 0.39%
27,595
+547
+2% +$42.1K
MA icon
42
Mastercard
MA
$536B
$2.1M 0.39%
4,369
+560
+15% +$270K
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$117B
$1.95M 0.36%
5,783
-133
-2% -$44.8K
SSD icon
44
Simpson Manufacturing
SSD
$7.81B
$1.87M 0.35%
9,094
+174
+2% +$35.7K
NVO icon
45
Novo Nordisk
NVO
$252B
$1.81M 0.33%
+14,076
New +$1.81M
SPGI icon
46
S&P Global
SPGI
$165B
$1.79M 0.33%
4,197
+148
+4% +$63K
SHY icon
47
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$1.76M 0.33%
21,500
-152,000
-88% -$12.4M
GE icon
48
GE Aerospace
GE
$293B
$1.75M 0.32%
9,988
+1,261
+14% +$221K
FCN icon
49
FTI Consulting
FCN
$5.43B
$1.7M 0.32%
8,098
+699
+9% +$147K
RSP icon
50
Invesco S&P 500 Equal Weight ETF
RSP
$73.5B
$1.69M 0.31%
10,000
-2,000
-17% -$339K
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