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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
+13.54%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow %
94.68%
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.41M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$7.4M
3
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$6.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.07M
5
AAPL icon
Apple
AAPL
+$5.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.55%
2 Communication Services 5.29%
3 Financials 5.23%
4 Consumer Discretionary 4.51%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZG icon
51
Zillow
ZG
$7.63B
$1.17M 0.55%
+8,596
New +$969K
VAW icon
52
Vanguard Materials ETF
VAW
$3.13B
$1.14M 0.54%
+7,253
New +$1.07M
NKE icon
53
Nike
NKE
$61.9B
$1.12M 0.53%
+7,924
New +$1.05M
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.33T
$1.05M 0.5%
+11,980
New +$1.01M
META icon
55
Meta Platforms (Facebook)
META
$1.51T
$1.05M 0.49%
+3,831
New +$1.05M
UNP icon
56
Union Pacific
UNP
$174B
$1.03M 0.49%
+4,966
New +$992K
NSC icon
57
Norfolk Southern
NSC
$75.1B
$975K 0.46%
+4,104
New +$934K
IBKR icon
58
Interactive Brokers
IBKR
$39.6B
$958K 0.45%
+62,928
New +$834K
PYPL icon
59
PayPal
PYPL
$50.5B
$954K 0.45%
+4,073
New +$844K
IVV icon
60
iShares Core S&P 500 ETF
IVV
$902B
$946K 0.45%
+2,519
New +$897K
F icon
61
Ford
F
$55.7B
$944K 0.45%
+107,364
New +$899K
TWTR
62
DELISTED
Twitter, Inc.
TWTR
$939K 0.44%
+17,350
New +$828K
VCR icon
63
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$918K 0.43%
+3,335
New +$847K
RZV icon
64
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$303M
$913K 0.43%
+13,717
New +$828K
XLF icon
65
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$893K 0.42%
+31,234
New +$836K
PTF icon
66
Invesco Dorsey Wright Technology Momentum ETF
PTF
$656M
$885K 0.42%
+18,882
New +$786K
MDT icon
67
Medtronic
MDT
$112B
$837K 0.39%
+7,144
New +$786K
JNJ icon
68
Johnson & Johnson
JNJ
$625B
$835K 0.39%
+5,302
New +$782K
BFLY icon
69
Butterfly Network
BFLY
$2.35B
$790K 0.37%
+39,942
New +$511K
MMP
70
DELISTED
Magellan Midstream Partners, L.P.
MMP
$764K 0.36%
+18,010
New +$718K
DGRW icon
71
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$761K 0.36%
+14,108
New +$730K
FWONA icon
72
Liberty Media Series A
FWONA
$23.5B
$760K 0.36%
+20,918
New +$731K
UPWK icon
73
Upwork
UPWK
$1.19B
$718K 0.34%
+20,779
New +$594K
HD icon
74
Home Depot
HD
$355B
$705K 0.33%
+2,656
New +$730K
CMCSA icon
75
Comcast
CMCSA
$90B
$676K 0.32%
+12,905
New +$618K
1 2
3
4 5

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KAM
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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for SkyView Investment Advisors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 27% of the portfolio.

Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Communication Services and Financials.

  • SkyView Investment Advisors's largest Q4 2020 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
  • SkyView Investment Advisors's ten largest holdings make up 27% of its $212M portfolio in Q4 2020.
  • SkyView Investment Advisors disclosed 294 positions in Q4 2020, its first 13F filing on record.

Based on SkyView Investment Advisors's 13F filing for Q4 2020, filed 2 Mar 2021.