SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$4.94M
3
+$3.85M
4
TSM icon
TSMC
TSM
+$2.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.86M

Top Sells

1
+$3M
2
+$1.54M
3
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFLO icon
26
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$3.2M 0.48%
63,236
+2,481
SPY icon
27
SPDR S&P 500 ETF Trust
SPY
$710B
$3.19M 0.48%
5,700
XLB icon
28
State Street Materials Select Sector SPDR ETF
XLB
$5.21B
$3.15M 0.47%
36,700
+3,181
STLA icon
29
Stellantis
STLA
$34.2B
$3.05M 0.46%
271,951
+13,484
AMZN icon
30
Amazon
AMZN
$2.38T
$3.04M 0.46%
15,995
+159
EFV icon
31
iShares MSCI EAFE Value ETF
EFV
$27.1B
$3.01M 0.45%
50,998
+2,489
USFR icon
32
WisdomTree Floating Rate Treasury Fund
USFR
$16.5B
$3M 0.45%
59,515
+1,904
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.71T
$2.97M 0.45%
18,990
+996
GLST
34
DELISTED
Global Star Acquisition, Inc. Class A Common Stock
GLST
$2.73M 0.41%
238,000
OSCR icon
35
Oscar Health
OSCR
$4.52B
$2.47M 0.37%
188,353
+14,477
ACGL icon
36
Arch Capital
ACGL
$34.7B
$2.43M 0.37%
25,298
+575
SPGI icon
37
S&P Global
SPGI
$151B
$2.42M 0.36%
4,764
+188
ULCC icon
38
Frontier Group Holdings
ULCC
$1.17B
$2.33M 0.35%
537,715
+11,141
CRH icon
39
CRH
CRH
$84.9B
$2.33M 0.35%
26,507
+1,660
EME icon
40
Emcor
EME
$28B
$2.19M 0.33%
5,926
+318
GE icon
41
GE Aerospace
GE
$315B
$2.18M 0.33%
10,878
-92
OKLO
42
Oklo
OKLO
$13B
$2.16M 0.33%
100,000
AAPL icon
43
Apple
AAPL
$4.06T
$2.13M 0.32%
9,589
+232
V icon
44
Visa
V
$665B
$2.1M 0.32%
6,005
-106
BABA icon
45
Alibaba
BABA
$356B
$2.1M 0.32%
15,848
-70
LIN icon
46
Linde
LIN
$198B
$2.1M 0.32%
4,502
+320
TSM icon
47
TSMC
TSM
$1.49T
$2.05M 0.31%
+12,359
TSLA icon
48
Tesla
TSLA
$1.63T
$1.99M 0.3%
7,664
+14
UNH icon
49
UnitedHealth
UNH
$303B
$1.95M 0.29%
3,721
+281
SHY icon
50
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$1.86M 0.28%
+22,533
1
2
3 4 5