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
$698M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.55M
3
+$1.49M
4
NVDA icon
NVIDIA
NVDA
+$907K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$859K

Top Sells

1
+$7.46M
2
+$4.62M
3
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.8M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

1 Financials 8.62%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
51
Alibaba
BABA
$375B
$1.8M 0.26%
15,802
-46
ATEK
52
DELISTED
Athena Technology Acquisition Corp. II
ATEK
$1.79M 0.26%
133,584
DDOG icon
53
Datadog
DDOG
$56.1B
$1.78M 0.26%
13,500
CLVT icon
54
Clarivate
CLVT
$2.49B
$1.71M 0.24%
396,566
+16,227
GEHC icon
55
GE HealthCare
GEHC
$36.4B
$1.7M 0.24%
22,855
+69
USFD icon
56
US Foods
USFD
$17.5B
$1.59M 0.23%
20,601
+501
FCN icon
57
FTI Consulting
FCN
$5.04B
$1.55M 0.22%
9,673
+292
TFLO icon
58
iShares Treasury Floating Rate Bond ETF
TFLO
$6.53B
$1.54M 0.22%
30,328
-32,908
POST icon
59
Post Holdings
POST
$5.43B
$1.53M 0.22%
14,104
+364
RNR icon
60
RenaissanceRe
RNR
$12B
$1.52M 0.22%
6,277
-59
TJX icon
61
TJX Companies
TJX
$169B
$1.5M 0.21%
12,153
-126
SYY icon
62
Sysco
SYY
$36.5B
$1.49M 0.21%
+19,893
FCNCA icon
63
First Citizens BancShares
FCNCA
$23.4B
$1.48M 0.21%
757
+11
MCD icon
64
McDonald's
MCD
$222B
$1.46M 0.21%
5,021
-56
BRK.A icon
65
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.46M 0.21%
2
CRVL icon
66
CorVel
CRVL
$3.75B
$1.46M 0.21%
14,112
+314
UTI icon
67
Universal Technical Institute
UTI
$1.25B
$1.46M 0.21%
42,404
+506
FLUT icon
68
Flutter Entertainment
FLUT
$36.5B
$1.41M 0.2%
5,071
-51
WTS icon
69
Watts Water Technologies
WTS
$9.2B
$1.4M 0.2%
5,700
+126
AMG icon
70
Affiliated Managers Group
AMG
$7.56B
$1.38M 0.2%
6,997
+226
RACE icon
71
Ferrari
RACE
$69.5B
$1.36M 0.2%
2,775
-656
GFF icon
72
Griffon
GFF
$3.47B
$1.35M 0.19%
18,533
+527
SE icon
73
Sea Limited
SE
$82.3B
$1.31M 0.19%
8,199
-2,894
AVGO icon
74
Broadcom
AVGO
$1.9T
$1.29M 0.19%
4,781
+1,040
GMFI
75
DELISTED
Aetherium Acquisition Corp
GMFI
$1.29M 0.19%
113,334
1 2
3
4 5