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
+$447K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.17M
3
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

1
+$22M
2
+$3.34M
3
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

1 Financials 8.22%
2 Technology 7.27%
3 Industrials 5.14%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
76
PepsiCo
PEP
$232B
$1.35M 0.17%
9,428
-177
AZN icon
77
AstraZeneca
AZN
$323B
$1.3M 0.16%
14,179
-208
IWD icon
78
iShares Russell 1000 Value ETF
IWD
$70.6B
$1.26M 0.16%
5,975
MA icon
79
Mastercard
MA
$461B
$1.25M 0.16%
2,186
-57
CMI icon
80
Cummins
CMI
$80.7B
$1.25M 0.16%
2,441
-87
ASML icon
81
ASML
ASML
$559B
$1.22M 0.15%
1,143
-19
LOMA
82
Loma Negra
LOMA
$1.21B
$1.22M 0.15%
94,170
-1,403
UNH icon
83
UnitedHealth
UNH
$266B
$1.21M 0.15%
3,667
-53
CHRW icon
84
C.H. Robinson
CHRW
$22B
$1.21M 0.15%
7,510
-88
RTO icon
85
Rentokil
RTO
$15.7B
$1.18M 0.15%
39,995
-135
LPLA icon
86
LPL Financial
LPLA
$24B
$1.17M 0.15%
3,285
-9
ICLR icon
87
Icon
ICLR
$8.26B
$1.16M 0.15%
6,375
-28
TXN icon
88
Texas Instruments
TXN
$193B
$1.16M 0.15%
6,681
+739
MC icon
89
Moelis & Co
MC
$4.39B
$1.15M 0.15%
16,762
+155
BK icon
90
Bank of New York Mellon
BK
$82B
$1.15M 0.14%
9,875
-423
PFE icon
91
Pfizer
PFE
$157B
$1.14M 0.14%
45,752
-800
IBTH icon
92
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.05B
$1.12M 0.14%
50,000
DHR icon
93
Danaher
DHR
$149B
$1.12M 0.14%
4,874
-132
MDY icon
94
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
$1.12M 0.14%
1,850
UTI icon
95
Universal Technical Institute
UTI
$1.99B
$1.1M 0.14%
42,251
-357
ASMI
96
DELISTED
ASM INTERNATL N.V
ASMI
$1.1M 0.14%
1,818
-22
VZ icon
97
Verizon
VZ
$211B
$1.08M 0.14%
26,452
-34,558
NOA
98
North American Construction
NOA
$485M
$1.06M 0.13%
73,616
+955
FLUT icon
99
Flutter Entertainment
FLUT
$18.6B
$1.05M 0.13%
4,880
-97
FTW
100
EQV Ventures Acquisition Corp
FTW
$544M
$1.05M 0.13%
+100,000
2 3
4
5 6