SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
-0.95%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$665M
AUM Growth
+$665M
(+6.1%)
Cap. Flow
+$55.2M
Cap. Flow
% of AUM
8.29%
Top 10 Holdings %
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
148
Reduced
45
Closed
36
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 9.01% |
| 2 | Technology | 6.3% |
| 3 | Industrials | 4.88% |
| 4 | Consumer Discretionary | 4.65% |
| 5 | Healthcare | 3.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Primerica
PRI
$8.72B
| $1.86M | 0.28% | 6,546 +322 | +5% | +$91.6K |
|
|
ATEK
52
DELISTED
Athena Technology Acquisition Corp. II
ATEK
| $1.85M | 0.28% | 133,584 | – | – |
|
53
iShares MSCI EAFE ETF
EFA
$66B
| $1.84M | 0.28% | 22,553 -7,225 | -24% | -$590K |
|
54
GE HealthCare
GEHC
$33.7B
| $1.84M | 0.28% | 22,786 +909 | +4% | +$73.4K |
|
55
Simpson Manufacturing
SSD
$7.95B
| $1.82M | 0.27% | 11,591 +771 | +7% | +$121K |
|
56
Invesco S&P MidCap Quality ETF
XMHQ
$5.04B
| $1.81M | 0.27% | 19,776 -6,182 | -24% | -$566K |
|
|
DESP
57
DELISTED
Despegar.com
DESP
| $1.8M | 0.27% | 95,582 +4,078 | +4% | +$76.6K |
|
58
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.66M | 0.25% | 4,583 -325 | -7% | -$117K |
|
59
Technology Select Sector SPDR Fund
XLK
$83.9B
| $1.61M | 0.24% | 7,790 | – | – |
|
60
Post Holdings
POST
$6.15B
| $1.6M | 0.24% | 13,740 +714 | +5% | +$83.1K |
|
61
Berkshire Hathaway Class A
BRK.A
$1.09T
| $1.6M | 0.24% | +2 | New | +$1.6M |
|
62
McDonald's
MCD
$224B
| $1.59M | 0.24% | 5,077 +342 | +7% | +$107K |
|
63
CorVel
CRVL
$4.57B
| $1.55M | 0.23% | 13,798 +715 | +5% | +$80.1K |
|
64
FTI Consulting
FCN
$5.46B
| $1.54M | 0.23% | 9,381 +633 | +7% | +$104K |
|
65
RenaissanceRe
RNR
$11.4B
| $1.52M | 0.23% | 6,336 +521 | +9% | +$125K |
|
66
Fiserv
FI
$75.1B
| $1.52M | 0.23% | 6,868 +494 | +8% | +$109K |
|
67
TJX Companies
TJX
$152B
| $1.5M | 0.22% | 12,279 +402 | +3% | +$49K |
|
68
Clarivate
CLVT
$2.92B
| $1.5M | 0.22% | 380,339 +22,473 | +6% | +$88.3K |
|
69
Ferrari
RACE
$85B
| $1.47M | 0.22% | 3,431 +174 | +5% | +$74.4K |
|
70
Sea Limited
SE
$110B
| $1.45M | 0.22% | +11,093 | New | +$1.45M |
|
71
Verizon
VZ
$186B
| $1.39M | 0.21% | 30,567 +12,201 | +66% | +$554K |
|
72
First Citizens BancShares
FCNCA
$25.6B
| $1.38M | 0.21% | 746 +2 | +0.3% | +$3.71K |
|
73
Datadog
DDOG
$47.7B
| $1.34M | 0.2% | 13,500 | – | – |
|
74
PepsiCo
PEP
$204B
| $1.34M | 0.2% | 8,927 +2,355 | +36% | +$353K |
|
75
AstraZeneca
AZN
$248B
| $1.33M | 0.2% | 18,034 +872 | +5% | +$64.1K |
|