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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STLA icon
26
Stellantis
STLA
$21B
$3.37M 0.54%
258,467
+77,319
+43% +$1.03M
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$818B
$3.34M 0.53%
5,700
– –
PGR icon
28
Progressive
PGR
$125B
$3.09M 0.49%
12,906
+4,852
+60% +$1.22M
TSLA icon
29
Tesla
TSLA
$1.26T
$3.09M 0.49%
7,650
+2,071
+37% +$666K
TFLO icon
30
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$3.07M 0.49%
60,755
-3,000
-5% -$152K
NVAC
31
DELISTED
NorthView Acquisition Corporation Common Stock
NVAC
$3M 0.48%
270,549
– –
USFR icon
32
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$2.9M 0.46%
57,611
-2,870
-5% -$144K
GLST
33
DELISTED
Global Star Acquisition, Inc. Class A Common Stock
GLST
$2.86M 0.46%
238,000
– –
XLB icon
34
State Street Materials Select Sector SPDR ETF
XLB
$8.56B
$2.82M 0.45%
67,038
+6,088
+10% +$282K
XMHQ icon
35
Invesco S&P MidCap Quality ETF
XMHQ
$5.56B
$2.56M 0.41%
+25,958
New +$2.69M
EFV icon
36
iShares MSCI EAFE Value ETF
EFV
$29.2B
$2.54M 0.41%
48,509
+826
+2% +$45.2K
EME icon
37
Emcor
EME
$35.9B
$2.54M 0.41%
5,608
-1,925
-26% -$911K
AAPL icon
38
Apple
AAPL
$4.56T
$2.34M 0.37%
9,357
+7,044
+305% +$1.66M
OSCR icon
39
Oscar Health
OSCR
$8.03B
$2.34M 0.37%
+173,876
New +$2.8M
CRH icon
40
CRH
CRH
$64.7B
$2.3M 0.37%
+24,847
New +$2.39M
ACGL icon
41
Arch Capital
ACGL
$33.9B
$2.28M 0.36%
24,723
-4,344
-15% -$439K
SPGI icon
42
S&P Global
SPGI
$120B
$2.28M 0.36%
4,576
-381
-8% -$193K
EFA icon
43
iShares MSCI EAFE ETF
EFA
$79.4B
$2.25M 0.36%
29,778
+25,030
+527% +$1.98M
OKLO
44
Oklo
OKLO
$7.34B
$2.12M 0.34%
100,000
-161,424
-62% -$3.13M
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$127B
$1.97M 0.31%
19,632
– –
V icon
46
Visa
V
$690B
$1.93M 0.31%
6,111
-15,650
-72% -$4.71M
DDOG icon
47
Datadog
DDOG
$82.5B
$1.93M 0.31%
13,500
+1,000
+8% +$137K
GE icon
48
GE Aerospace
GE
$390B
$1.83M 0.29%
10,970
-1,270
-10% -$227K
CLVT icon
49
Clarivate
CLVT
$1.2B
$1.82M 0.29%
357,866
+196,068
+121% +$1.13M
XLK icon
50
State Street Technology Select Sector SPDR ETF
XLK
$122B
$1.81M 0.29%
15,580
– –
1
2
3 4 5

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HCP
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PCOC
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SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.