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
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$4.94M
3
+$3.85M
4
TSM icon
TSMC
TSM
+$2.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.86M

Top Sells

1
+$3M
2
+$1.54M
3
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRI icon
51
Primerica
PRI
$8.23B
$1.86M 0.28%
6,546
+322
ATEK
52
DELISTED
Athena Technology Acquisition Corp. II
ATEK
$1.85M 0.28%
133,584
EFA icon
53
iShares MSCI EAFE ETF
EFA
$68.9B
$1.84M 0.28%
22,553
-7,225
GEHC icon
54
GE HealthCare
GEHC
$37.5B
$1.84M 0.28%
22,786
+909
SSD icon
55
Simpson Manufacturing
SSD
$7.01B
$1.82M 0.27%
11,591
+771
XMHQ icon
56
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$1.81M 0.27%
19,776
-6,182
DESP
57
DELISTED
Despegar.com
DESP
$1.8M 0.27%
95,582
+4,078
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$124B
$1.66M 0.25%
4,583
-325
XLK icon
59
State Street Technology Select Sector SPDR ETF
XLK
$92.3B
$1.61M 0.24%
7,790
POST icon
60
Post Holdings
POST
$5.16B
$1.6M 0.24%
13,740
+714
BRK.A icon
61
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.6M 0.24%
+2
MCD icon
62
McDonald's
MCD
$224B
$1.59M 0.24%
5,077
+342
CRVL icon
63
CorVel
CRVL
$3.61B
$1.54M 0.23%
13,798
+715
FCN icon
64
FTI Consulting
FCN
$5.28B
$1.54M 0.23%
9,381
+633
RNR icon
65
RenaissanceRe
RNR
$12.6B
$1.52M 0.23%
6,336
+521
FISV
66
Fiserv Inc
FISV
$36.4B
$1.52M 0.23%
6,868
+494
TJX icon
67
TJX Companies
TJX
$172B
$1.5M 0.22%
12,279
+402
CLVT icon
68
Clarivate
CLVT
$2.36B
$1.5M 0.22%
380,339
+22,473
RACE icon
69
Ferrari
RACE
$65.7B
$1.47M 0.22%
3,431
+174
SE icon
70
Sea Limited
SE
$73.6B
$1.45M 0.22%
+11,093
VZ icon
71
Verizon
VZ
$172B
$1.39M 0.21%
30,567
+12,201
FCNCA icon
72
First Citizens BancShares
FCNCA
$26B
$1.38M 0.21%
746
+2
DDOG icon
73
Datadog
DDOG
$49.1B
$1.34M 0.2%
13,500
PEP icon
74
PepsiCo
PEP
$206B
$1.34M 0.2%
8,927
+2,355
AZN icon
75
AstraZeneca
AZN
$283B
$1.32M 0.2%
18,034
+872
1 2
3
4 5