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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
SSD icon
51
Simpson Manufacturing
SSD
$7.96B
$1.79M 0.29%
10,820
+1,496
+16% +$274K
DESP
52
DELISTED
Despegar.com
DESP
$1.76M 0.28%
91,504
-155,949
-63% -$2.45M
LIN icon
53
Linde
LIN
$226B
$1.75M 0.28%
4,182
+2,751
+192% +$1.25M
UNH icon
54
UnitedHealth
UNH
$367B
$1.74M 0.28%
+3,440
New +$1.95M
GEHC icon
55
GE HealthCare
GEHC
$31.8B
$1.71M 0.27%
+21,877
New +$1.86M
PRI icon
56
Primerica
PRI
$10.2B
$1.69M 0.27%
6,224
-184
-3% -$52.2K
FCN icon
57
FTI Consulting
FCN
$4.17B
$1.67M 0.27%
8,748
+341
+4% +$70.3K
ATEK
58
DELISTED
Athena Technology Acquisition Corp. II
ATEK
$1.58M 0.25%
133,584
– –
FCNCA icon
59
First Citizens BancShares
FCNCA
$25.5B
$1.57M 0.25%
744
+9
+1% +$18.9K
TETE
60
DELISTED
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
$1.54M 0.25%
124,705
– –
POST icon
61
Post Holdings
POST
$4.09B
$1.49M 0.24%
13,026
+5,618
+76% +$640K
NOA
62
North American Construction
NOA
$393M
$1.49M 0.24%
68,901
+9,530
+16% +$187K
CRVL icon
63
CorVel
CRVL
$3.19B
$1.46M 0.23%
13,083
+30
+0.2% +$3.36K
RNR icon
64
RenaissanceRe
RNR
$13.4B
$1.45M 0.23%
+5,815
New +$1.56M
TJX icon
65
TJX Companies
TJX
$179B
$1.44M 0.23%
11,877
+1,137
+11% +$136K
SYY icon
66
Sysco
SYY
$40.4B
$1.41M 0.22%
18,390
+9,881
+116% +$756K
RACE icon
67
Ferrari
RACE
$71.6B
$1.38M 0.22%
3,257
+160
+5% +$72.2K
MCD icon
68
McDonald's
MCD
$196B
$1.37M 0.22%
+4,735
New +$1.41M
BABA icon
69
Alibaba
BABA
$304B
$1.35M 0.22%
15,918
+9,918
+165% +$937K
GFF icon
70
Griffon
GFF
$4.88B
$1.32M 0.21%
18,496
-16,284
-47% -$1.18M
FISV
71
Fiserv Inc
FISV
$28.9B
$1.31M 0.21%
6,374
+1,099
+21% +$224K
USFD icon
72
US Foods
USFD
$23.6B
$1.29M 0.21%
19,184
+205
+1% +$13.5K
GMFI
73
DELISTED
Aetherium Acquisition Corp
GMFI
$1.23M 0.2%
113,334
– –
FLUT icon
74
Flutter Entertainment
FLUT
$16.1B
$1.23M 0.2%
+4,761
New +$1.2M
ICLR icon
75
Icon
ICLR
$12.4B
$1.23M 0.2%
5,848
+2,757
+89% +$644K
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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QI
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MGM
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TWP
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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.