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
$698M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.55M
3
+$1.49M
4
NVDA icon
NVIDIA
NVDA
+$907K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$859K

Top Sells

1
+$7.46M
2
+$4.62M
3
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.8M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

1 Financials 8.62%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
76
Verizon
VZ
$168B
$1.29M 0.18%
30,383
-184
MA icon
77
Mastercard
MA
$491B
$1.28M 0.18%
2,318
+73
USFR icon
78
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$1.27M 0.18%
25,201
-34,314
TXN icon
79
Texas Instruments
TXN
$176B
$1.25M 0.18%
6,041
+29
NKE icon
80
Nike
NKE
$97.1B
$1.25M 0.18%
17,287
+618
GOLF icon
81
Acushnet Holdings
GOLF
$5.36B
$1.24M 0.18%
16,956
+450
NVO icon
82
Novo Nordisk
NVO
$262B
$1.23M 0.18%
17,933
+353
RBC icon
83
RBC Bearings
RBC
$15.5B
$1.22M 0.17%
3,189
+60
PEP icon
84
PepsiCo
PEP
$200B
$1.21M 0.17%
9,196
+269
ORCL icon
85
Oracle
ORCL
$556B
$1.19M 0.17%
5,659
-33
LPLA icon
86
LPL Financial
LPLA
$29.8B
$1.19M 0.17%
3,257
+80
FBTC icon
87
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.9B
$1.18M 0.17%
12,500
+2,500
FISV
88
Fiserv Inc
FISV
$36.3B
$1.17M 0.17%
6,797
-71
ASMI
89
DELISTED
ASM INTERNATL N.V
ASMI
$1.16M 0.17%
1,821
+16
IWD icon
90
iShares Russell 1000 Value ETF
IWD
$71.3B
$1.16M 0.17%
5,975
PAR icon
91
PAR Technology
PAR
$1.61B
$1.15M 0.17%
16,915
+548
GFL icon
92
GFL Environmental
GFL
$14.6B
$1.15M 0.16%
23,068
+443
UNH icon
93
UnitedHealth
UNH
$303B
$1.14M 0.16%
3,695
-26
NOA
94
North American Construction
NOA
$463M
$1.14M 0.16%
70,692
+2,040
SPOT icon
95
Spotify
SPOT
$109B
$1.13M 0.16%
1,468
-464
ACN icon
96
Accenture
ACN
$178B
$1.11M 0.16%
3,751
+43
MMC icon
97
Marsh & McLennan
MMC
$89.5B
$1.11M 0.16%
5,106
-59
LOMA
98
Loma Negra
LOMA
$1.38B
$1.09M 0.16%
97,120
+111
GOOGL icon
99
Alphabet (Google) Class A
GOOGL
$4.05T
$1.09M 0.16%
6,153
+1,932
KO icon
100
Coca-Cola
KO
$307B
$1.08M 0.16%
15,403
-1,597
2 3
4
5 6