We are live on ! Find out more
SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+7.35%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
+$48.9M
Cap. Flow %
6.17%
Top 10 Hldgs %
56.64%
Holding
369
New
28
Increased
131
Reduced
88
Closed
29

Top Buys

Rank Stock Value
1
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$51M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.49M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

Rank Stock Value
1
PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
+$6.57M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.02M
3
ATEK
Athena Technology Acquisition Corp. II
ATEK
+$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

Rank Sector Weight
1 Technology 7.4%
2 Financials 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
$11.2B
$2M 0.25%
+38,834
New +$2M
V icon
52
Visa
V
$687B
$1.99M 0.25%
5,824
-223
-4% -$77.2K
SHY icon
53
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$1.94M 0.25%
23,399
-9,500
-29% -$786K
PRI icon
54
Primerica
PRI
$10.1B
$1.91M 0.24%
6,896
+138
+2% +$37K
TJX icon
55
TJX Companies
TJX
$176B
$1.73M 0.22%
11,941
-212
-2% -$28.2K
GEHC icon
56
GE HealthCare
GEHC
$31.7B
$1.7M 0.21%
22,585
-270
-1% -$20.1K
AMG icon
57
Affiliated Managers Group
AMG
$9.77B
$1.69M 0.21%
7,089
+92
+1% +$20.3K
SYY icon
58
Sysco
SYY
$39.9B
$1.63M 0.21%
19,821
-72
-0.4% -$5.76K
GPGI
59
GPGI Inc
GPGI
$4.44B
$1.62M 0.2%
77,703
+1,274
+2% +$22K
FCN icon
60
FTI Consulting
FCN
$4.13B
$1.61M 0.2%
9,982
+309
+3% +$51.3K
WTS icon
61
Watts Water Technologies
WTS
$12.7B
$1.61M 0.2%
5,753
+53
+0.9% +$14.2K
USFD icon
62
US Foods
USFD
$23.3B
$1.6M 0.2%
20,826
+225
+1% +$17.9K
RNR icon
63
RenaissanceRe
RNR
$13.3B
$1.57M 0.2%
6,195
-82
-1% -$19.9K
CLVT icon
64
Clarivate
CLVT
$1.2B
$1.56M 0.2%
407,898
+11,332
+3% +$47.6K
CLOA icon
65
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$1.56M 0.2%
+30,000
New +$1.56M
ORCL icon
66
Oracle
ORCL
$421B
$1.55M 0.2%
5,513
-146
-3% -$37.2K
POST icon
67
Post Holdings
POST
$4.09B
$1.55M 0.2%
14,384
+280
+2% +$30K
AVGO icon
68
Broadcom
AVGO
$2.03T
$1.52M 0.19%
4,617
-164
-3% -$50.3K
GOOGL icon
69
Alphabet (Google) Class A
GOOGL
$4.36T
$1.51M 0.19%
6,221
+68
+1% +$14.2K
MCD icon
70
McDonald's
MCD
$195B
$1.5M 0.19%
4,947
-74
-1% -$22.5K
SE icon
71
Sea Limited
SE
$68.9B
$1.48M 0.19%
8,255
+56
+0.7% +$9.6K
GFF icon
72
Griffon
GFF
$4.87B
$1.43M 0.18%
18,826
+293
+2% +$22.6K
CVCO icon
73
Cavco Industries
CVCO
$4.5B
$1.4M 0.18%
2,414
+42
+2% +$20.5K
UTI icon
74
Universal Technical Institute
UTI
$1.55B
$1.39M 0.18%
42,608
+204
+0.5% +$6K
RACE icon
75
Ferrari
RACE
$72.4B
$1.36M 0.17%
2,812
+37
+1% +$17.7K
1 2
3
4 5

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, SkyView Investment Advisors held 369 positions worth $792M, up 13% from $698M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

SkyView Investment Advisors deployed $48.9M of net new capital in Q3 2025, opening 28 new positions and adding to 131 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 1,012,054 shares worth $51.6M.

By sector, the portfolio is most concentrated in Technology at 7.4% of assets, down from 7.8% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $2.02M trimmed.

  • SkyView Investment Advisors's largest Q3 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 1,012,054 shares worth $51.6M.
  • SkyView Investment Advisors added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.49M increase.
  • SkyView Investment Advisors's biggest Q3 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $2.02M.
  • SkyView Investment Advisors fully exited PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025, selling an estimated $6.57M.
  • SkyView Investment Advisors's ten largest holdings make up 57% of its $792M portfolio in Q3 2025.
  • SkyView Investment Advisors opened 28 new positions and closed 29 in Q3 2025.
  • SkyView Investment Advisors's portfolio value rose 13% quarter-over-quarter to $792M.

Based on SkyView Investment Advisors's 13F filing for Q3 2025, filed 13 Feb 2026.