SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
This Quarter Return
+1.48%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$561M
AUM Growth
+$561M
Cap. Flow
+$33M
Cap. Flow %
5.89%
Top 10 Hldgs %
51.9%
Holding
393
New
39
Increased
178
Reduced
24
Closed
23

Top Buys

1
GLST
Global Star Acquisition, Inc. Class A Common Stock
GLST
$2.65M
2
FEXD
Fintech Ecosystem Development Corp. Class A Common Stock
FEXD
$1.12M
3
XFIN
ExcelFin Acquisition Corp Class A Common Stock
XFIN
$1.11M
4
NRAC
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
$1.1M
5
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
$1.09M

Top Sells

1
VCXB
10X Capital Venture Acquisition Corp. III
VCXB
$2.2M
2
NVDA icon
NVIDIA
NVDA
$1.69M
3
BFAC
Battery Future Acquisition Corp.
BFAC
$1.26M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
$885K
5
NBH
Neuberger Berman Municipal Fund
NBH
$771K

Sector Composition

1 Financials 9.92%
2 Technology 8.08%
3 Industrials 7.31%
4 Consumer Discretionary 5.32%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ACGL icon
26
Arch Capital
ACGL
$34.7B
$2.89M 0.51%
28,613
+2,115
+8% +$213K
XLC icon
27
The Communication Services Select Sector SPDR Fund
XLC
$25.4B
$2.75M 0.49%
32,144
+893
+3% +$76.5K
EME icon
28
Emcor
EME
$28.1B
$2.73M 0.49%
7,465
-958
-11% -$350K
KVACU icon
29
Keen Vision Acquisition Corporation Units
KVACU
$2.72M 0.49%
255,000
– –
XLF icon
30
Financial Select Sector SPDR Fund
XLF
$53.6B
$2.71M 0.48%
65,789
+1,808
+3% +$74.3K
GLST
31
DELISTED
Global Star Acquisition, Inc. Class A Common Stock
GLST
$2.65M 0.47%
+238,000
New +$2.65M
EFV icon
32
iShares MSCI EAFE Value ETF
EFV
$27.5B
$2.58M 0.46%
48,564
+2,993
+7% +$159K
MCO icon
33
Moody's
MCO
$89B
$2.57M 0.46%
6,094
+617
+11% +$260K
XLY icon
34
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
$2.54M 0.45%
13,943
+411
+3% +$75K
XLP icon
35
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
$2.5M 0.45%
32,613
+1,145
+4% +$87.7K
ROST icon
36
Ross Stores
ROST
$49.3B
$2.49M 0.44%
17,123
+2,558
+18% +$372K
OKLO
37
Oklo
OKLO
$10.7B
$2.21M 0.39%
261,424
-602
-0.2% -$5.1K
VCXB
38
DELISTED
10X Capital Venture Acquisition Corp. III
VCXB
$2.2M 0.39%
200,000
-200,000
-50% -$2.2M
GFF icon
39
Griffon
GFF
$3.58B
$2.2M 0.39%
34,396
-2,273
-6% -$145K
SPGI icon
40
S&P Global
SPGI
$165B
$2.16M 0.38%
4,838
+641
+15% +$286K
UBER icon
41
Uber
UBER
$194B
$2.14M 0.38%
29,405
+1,810
+7% +$132K
UPWK icon
42
Upwork
UPWK
$2.18B
$2.14M 0.38%
198,736
+12,343
+7% +$133K
MA icon
43
Mastercard
MA
$536B
$2.13M 0.38%
4,832
+463
+11% +$204K
NVO icon
44
Novo Nordisk
NVO
$252B
$2.02M 0.36%
14,125
+49
+0.3% +$6.99K
GE icon
45
GE Aerospace
GE
$293B
$1.91M 0.34%
12,008
-507
-4% -$80.6K
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$117B
$1.79M 0.32%
4,908
-875
-15% -$319K
FCN icon
47
FTI Consulting
FCN
$5.43B
$1.76M 0.31%
8,184
+86
+1% +$18.5K
XLK icon
48
Technology Select Sector SPDR Fund
XLK
$83.6B
$1.76M 0.31%
7,790
– –
SHY icon
49
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$1.76M 0.31%
21,500
– –
AZO icon
50
AutoZone
AZO
$70.1B
$1.72M 0.31%
579
+76
+15% +$225K
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