SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAAA icon
51
PGIM AAA CLO ETF
PAAA
$7.74B
$2M 0.25%
+38,834
V icon
52
Visa
V
$616B
$1.99M 0.25%
5,824
-223
SHY icon
53
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$1.94M 0.25%
23,399
-9,500
PRI icon
54
Primerica
PRI
$8.07B
$1.91M 0.24%
6,896
+138
TJX icon
55
TJX Companies
TJX
$180B
$1.73M 0.22%
11,941
-212
GEHC icon
56
GE HealthCare
GEHC
$38.4B
$1.7M 0.21%
22,585
-270
AMG icon
57
Affiliated Managers Group
AMG
$8.17B
$1.69M 0.21%
7,089
+92
SYY icon
58
Sysco
SYY
$43.7B
$1.63M 0.21%
19,821
-72
GPGI
59
GPGI Inc
GPGI
$6.5B
$1.62M 0.2%
77,703
+1,274
FCN icon
60
FTI Consulting
FCN
$5.08B
$1.61M 0.2%
9,982
+309
WTS icon
61
Watts Water Technologies
WTS
$11B
$1.61M 0.2%
5,753
+53
USFD icon
62
US Foods
USFD
$21.3B
$1.6M 0.2%
20,826
+225
RNR icon
63
RenaissanceRe
RNR
$13.2B
$1.57M 0.2%
6,195
-82
CLVT icon
64
Clarivate
CLVT
$1.52B
$1.56M 0.2%
407,898
+11,332
CLOA icon
65
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.57B
$1.56M 0.2%
+30,000
ORCL icon
66
Oracle
ORCL
$418B
$1.55M 0.2%
5,513
-146
POST icon
67
Post Holdings
POST
$5.1B
$1.55M 0.2%
14,384
+280
AVGO icon
68
Broadcom
AVGO
$1.52T
$1.52M 0.19%
4,617
-164
GOOGL icon
69
Alphabet (Google) Class A
GOOGL
$3.77T
$1.51M 0.19%
6,221
+68
MCD icon
70
McDonald's
MCD
$243B
$1.5M 0.19%
4,947
-74
SE icon
71
Sea Limited
SE
$64.2B
$1.48M 0.19%
8,255
+56
GFF icon
72
Griffon
GFF
$3.97B
$1.43M 0.18%
18,826
+293
CVCO icon
73
Cavco Industries
CVCO
$4.48B
$1.4M 0.18%
2,414
+42
UTI icon
74
Universal Technical Institute
UTI
$1.99B
$1.39M 0.18%
42,608
+204
RACE icon
75
Ferrari
RACE
$67.2B
$1.36M 0.17%
2,812
+37
1 2
3
4 5