SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
+2.36%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$627M
AUM Growth
+$627M
(+4.2%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83
Top Buys
| 1 |
Ally Financial
ALLY
|
$5.68M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.07M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.57M |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$2.56M |
| 5 |
Oscar Health
OSCR
|
$2.34M |
Top Sells
| 1 |
Visa
V
|
$4.95M |
| 2 |
Canadian National Railway
CNI
|
$3.85M |
| 3 |
OKLO
Oklo
OKLO
|
$3.43M |
| 4 |
Semrush
SEMR
|
$3.32M |
| 5 |
Meta Platforms (Facebook)
META
|
$3.13M |
Sector Composition
| 1 | Financials | 8.62% |
| 2 | Technology | 7.37% |
| 3 | Industrials | 5.89% |
| 4 | Consumer Discretionary | 5.05% |
| 5 | Healthcare | 3.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Simpson Manufacturing
SSD
$7.81B
| $1.79M | 0.29% |
10,820
+1,496
| +16% | +$248K |
|
|
DESP
52
DELISTED
Despegar.com
DESP
| $1.76M | 0.28% |
91,504
-155,949
| -63% | -$3M |
|
53
Linde
LIN
$221B
| $1.75M | 0.28% |
4,182
+2,751
| +192% | +$1.15M |
|
54
UnitedHealth
UNH
$279B
| $1.74M | 0.28% |
+3,440
| New | +$1.74M |
|
55
GE HealthCare
GEHC
$33B
| $1.71M | 0.27% |
+21,877
| New | +$1.71M |
|
56
Primerica
PRI
$8.72B
| $1.69M | 0.27% |
6,224
-184
| -3% | -$49.9K |
|
57
FTI Consulting
FCN
$5.43B
| $1.67M | 0.27% |
8,748
+341
| +4% | +$65.2K |
|
|
ATEK
58
DELISTED
Athena Technology Acquisition Corp. II
ATEK
| $1.58M | 0.25% |
133,584
| – | – |
|
59
First Citizens BancShares
FCNCA
$25.7B
| $1.57M | 0.25% |
744
+9
| +1% | +$19K |
|
|
TETE
60
DELISTED
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
| $1.54M | 0.25% |
124,705
| – | – |
|
61
Post Holdings
POST
$6.03B
| $1.49M | 0.24% |
13,026
+5,618
| +76% | +$643K |
|
|
NOA
62
North American Construction
NOA
$390M
| $1.49M | 0.24% |
68,901
+9,530
| +16% | +$206K |
|
63
CorVel
CRVL
$4.47B
| $1.46M | 0.23% |
13,083
+8,732
| +201% | +$3.34K |
|
64
RenaissanceRe
RNR
$11.6B
| $1.45M | 0.23% |
+5,815
| New | +$1.45M |
|
65
TJX Companies
TJX
$155B
| $1.44M | 0.23% |
11,877
+1,137
| +11% | +$137K |
|
66
Sysco
SYY
$38.8B
| $1.41M | 0.22% |
18,390
+9,881
| +116% | +$755K |
|
67
Ferrari
RACE
$88.2B
| $1.38M | 0.22% |
3,257
+160
| +5% | +$68K |
|
68
McDonald's
MCD
$226B
| $1.37M | 0.22% |
+4,735
| New | +$1.37M |
|
69
Alibaba
BABA
$325B
| $1.35M | 0.22% |
15,918
+9,918
| +165% | +$841K |
|
70
Griffon
GFF
$3.58B
| $1.32M | 0.21% |
18,496
-16,284
| -47% | -$1.16M |
|
71
Fiserv
FI
$74.3B
| $1.31M | 0.21% |
6,374
+1,099
| +21% | +$226K |
|
72
US Foods
USFD
$17.4B
| $1.29M | 0.21% |
19,184
+205
| +1% | +$13.8K |
|
|
GMFI
73
DELISTED
Aetherium Acquisition Corp. Class A Common Stock
GMFI
| $1.23M | 0.2% |
113,334
| – | – |
|
74
Flutter Entertainment
FLUT
$51.8B
| $1.23M | 0.2% |
+4,761
| New | +$1.23M |
|
75
Icon
ICLR
$14B
| $1.23M | 0.2% |
5,848
+2,757
| +89% | +$578K |
|