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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$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

Rank Sector Weight
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
$6.64B
$3.2M 0.48%
63,236
+2,481
+4% +$125K
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$818B
$3.19M 0.48%
5,700
– –
XLB icon
28
State Street Materials Select Sector SPDR ETF
XLB
$8.55B
$3.15M 0.47%
73,400
+6,362
+9% +$278K
STLA icon
29
Stellantis
STLA
$20.9B
$3.05M 0.46%
271,951
+13,484
+5% +$173K
AMZN icon
30
Amazon
AMZN
$2.94T
$3.04M 0.46%
15,995
+159
+1% +$34.5K
EFV icon
31
iShares MSCI EAFE Value ETF
EFV
$29.2B
$3.01M 0.45%
50,998
+2,489
+5% +$141K
USFR icon
32
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$3M 0.45%
59,515
+1,904
+3% +$96K
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.36T
$2.97M 0.45%
18,990
+996
+6% +$182K
GLST
34
DELISTED
Global Star Acquisition, Inc. Class A Common Stock
GLST
$2.73M 0.41%
238,000
– –
OSCR icon
35
Oscar Health
OSCR
$8B
$2.47M 0.37%
188,353
+14,477
+8% +$215K
ACGL icon
36
Arch Capital
ACGL
$33.9B
$2.43M 0.37%
25,298
+575
+2% +$53.1K
SPGI icon
37
S&P Global
SPGI
$119B
$2.42M 0.36%
4,764
+188
+4% +$96.1K
ULCC icon
38
Frontier Group Holdings
ULCC
$1.75B
$2.33M 0.35%
537,715
+11,141
+2% +$82.9K
CRH icon
39
CRH
CRH
$65B
$2.33M 0.35%
26,507
+1,660
+7% +$163K
EME icon
40
Emcor
EME
$35.7B
$2.19M 0.33%
5,926
+318
+6% +$138K
GE icon
41
GE Aerospace
GE
$389B
$2.18M 0.33%
10,878
-92
-0.8% -$18.1K
OKLO
42
Oklo
OKLO
$7.34B
$2.16M 0.33%
100,000
– –
AAPL icon
43
Apple
AAPL
$4.56T
$2.13M 0.32%
9,589
+232
+2% +$53.7K
V icon
44
Visa
V
$692B
$2.1M 0.32%
6,005
-106
-2% -$35.9K
BABA icon
45
Alibaba
BABA
$304B
$2.1M 0.32%
15,848
-70
-0.4% -$8.07K
LIN icon
46
Linde
LIN
$226B
$2.1M 0.32%
4,502
+320
+8% +$144K
TSM icon
47
TSMC
TSM
$2.17T
$2.05M 0.31%
+12,359
New +$2.4M
TSLA icon
48
Tesla
TSLA
$1.26T
$1.99M 0.3%
7,664
+14
+0.2% +$4.67K
UNH icon
49
UnitedHealth
UNH
$367B
$1.95M 0.29%
3,721
+281
+8% +$144K
SHY icon
50
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$1.86M 0.28%
+22,533
New +$1.85M
1
2
3 4 5

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HI
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HCP
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CC
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PCOC
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MGM
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SkyView Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.