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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$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

Rank Sector Weight
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
$10B
$1.86M 0.28%
6,546
+322
+5% +$91.7K
ATEK
52
DELISTED
Athena Technology Acquisition Corp. II
ATEK
$1.85M 0.28%
133,584
– –
EFA icon
53
iShares MSCI EAFE ETF
EFA
$80.2B
$1.84M 0.28%
22,553
-7,225
-24% -$582K
GEHC icon
54
GE HealthCare
GEHC
$32.4B
$1.84M 0.28%
22,786
+909
+4% +$78.1K
SSD icon
55
Simpson Manufacturing
SSD
$8.16B
$1.82M 0.27%
11,591
+771
+7% +$127K
XMHQ icon
56
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$1.81M 0.27%
19,776
-6,182
-24% -$602K
DESP
57
DELISTED
Despegar.com
DESP
$1.8M 0.27%
95,582
+4,078
+4% +$78.3K
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$128B
$1.66M 0.25%
18,332
-1,300
-7% -$128K
XLK icon
59
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.61M 0.24%
15,580
– –
POST icon
60
Post Holdings
POST
$3.57B
$1.6M 0.24%
13,740
+714
+5% +$79.2K
BRK.A icon
61
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.6M 0.24%
+2
New +$1.46M
MCD icon
62
McDonald's
MCD
$195B
$1.59M 0.24%
5,077
+342
+7% +$102K
CRVL icon
63
CorVel
CRVL
$3.19B
$1.54M 0.23%
13,798
+715
+5% +$79.8K
FCN icon
64
FTI Consulting
FCN
$4.18B
$1.54M 0.23%
9,381
+633
+7% +$114K
RNR icon
65
RenaissanceRe
RNR
$13.4B
$1.52M 0.23%
6,336
+521
+9% +$126K
FISV
66
Fiserv Inc
FISV
$27.9B
$1.52M 0.23%
6,868
+494
+8% +$108K
TJX icon
67
TJX Companies
TJX
$178B
$1.5M 0.22%
12,279
+402
+3% +$48.8K
CLVT icon
68
Clarivate
CLVT
$1.16B
$1.5M 0.22%
380,339
+22,473
+6% +$106K
RACE icon
69
Ferrari
RACE
$72.5B
$1.47M 0.22%
3,431
+174
+5% +$78.2K
SE icon
70
Sea Limited
SE
$69.5B
$1.45M 0.22%
+11,093
New +$1.38M
VZ icon
71
Verizon
VZ
$196B
$1.39M 0.21%
30,567
+12,201
+66% +$508K
FCNCA icon
72
First Citizens BancShares
FCNCA
$25.3B
$1.38M 0.21%
746
+2
+0.3% +$4.07K
DDOG icon
73
Datadog
DDOG
$83.3B
$1.34M 0.2%
13,500
– –
PEP icon
74
PepsiCo
PEP
$190B
$1.34M 0.2%
8,927
+2,355
+36% +$351K
AZN icon
75
AstraZeneca
AZN
$250B
$1.32M 0.2%
9,017
+436
+5% +$63.1K
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 Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.