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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
+13.54%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow %
94.68%
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.41M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$7.4M
3
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$6.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.07M
5
AAPL icon
Apple
AAPL
+$5.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.55%
2 Communication Services 5.29%
3 Financials 5.23%
4 Consumer Discretionary 4.51%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
76
T-Mobile US
TMUS
$190B
$659K 0.31%
+4,887
New +$604K
RSPG icon
77
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$546M
$626K 0.3%
+20,151
New +$543K
AMAT icon
78
Applied Materials
AMAT
$428B
$621K 0.29%
+7,200
New +$532K
WFC icon
79
Wells Fargo
WFC
$264B
$612K 0.29%
+20,262
New +$525K
CSCO icon
80
Cisco
CSCO
$479B
$598K 0.28%
+13,373
New +$550K
AXP icon
81
American Express
AXP
$230B
$572K 0.27%
+4,731
New +$524K
EMQQ icon
82
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$278M
$558K 0.26%
+8,777
New +$513K
TRUP icon
83
Trupanion
TRUP
$1.18B
$553K 0.26%
+4,622
New +$437K
BRK.B icon
84
Berkshire Hathaway Class B
BRK.B
$1.13T
$551K 0.26%
+2,377
New +$523K
NVDA icon
85
NVIDIA
NVDA
$5.42T
$551K 0.26%
+42,240
New +$566K
BSJM
86
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$548K 0.26%
+23,467
New +$543K
DIS icon
87
Walt Disney
DIS
$181B
$544K 0.26%
+3,001
New +$431K
XLI icon
88
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$544K 0.26%
+6,144
New +$518K
XLC icon
89
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$538K 0.25%
+7,966
New +$507K
DE icon
90
Deere & Co
DE
$168B
$537K 0.25%
+1,996
New +$496K
CB icon
91
Chubb
CB
$135B
$533K 0.25%
+3,467
New +$486K
MCD icon
92
McDonald's
MCD
$195B
$531K 0.25%
+2,473
New +$538K
PEP icon
93
PepsiCo
PEP
$190B
$528K 0.25%
+3,558
New +$506K
ARKK icon
94
ARK Innovation ETF
ARKK
$6.31B
$525K 0.25%
+4,219
New +$457K
BLOK icon
95
Amplify Blockchain Technology ETF
BLOK
$1.07B
$510K 0.24%
+14,568
New +$413K
MRK icon
96
Merck
MRK
$318B
$500K 0.24%
+6,402
New +$490K
TDG icon
97
TransDigm Group
TDG
$67.7B
$482K 0.23%
+779
New +$428K
VTI icon
98
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$443K 0.21%
+2,274
New +$416K
BE icon
99
Bloom Energy
BE
$64.6B
$430K 0.2%
+15,000
New +$320K
MSI icon
100
Motorola Solutions
MSI
$77.4B
$429K 0.2%
+2,524
New +$423K
2 3
4
5 6

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HCP
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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 Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for SkyView Investment Advisors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 27% of the portfolio.

Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Communication Services and Financials.

  • SkyView Investment Advisors's largest Q4 2020 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
  • SkyView Investment Advisors's ten largest holdings make up 27% of its $212M portfolio in Q4 2020.
  • SkyView Investment Advisors disclosed 294 positions in Q4 2020, its first 13F filing on record.

Based on SkyView Investment Advisors's 13F filing for Q4 2020, filed 2 Mar 2021.