SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
This Quarter Return
+5.57%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$427M
AUM Growth
+$427M
Cap. Flow
+$81.3M
Cap. Flow %
19.02%
Top 10 Hldgs %
22.33%
Holding
868
New
365
Increased
207
Reduced
56
Closed
72

Top Buys

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
$4.24M
2
PMAR icon
Innovator US Equity Power Buffer ETF March
PMAR
$3.85M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
$3.53M
4
QQQ icon
Invesco QQQ Trust
QQQ
$3.2M
5
KLTO
Klotho Neurosciences, Inc. Common Stock
KLTO
$3.1M

Top Sells

1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
$3.79M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.02M
3
ACDI
Ascendant Digital Acquisition Corp. III
ACDI
$2.46M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
$2.24M
5
AXAC
AXIOS Sustainable Growth Acquisition Corporation
AXAC
$2.06M

Sector Composition

1 Financials 14.35%
2 Healthcare 8.41%
3 Technology 6.31%
4 Industrials 5.46%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
JWAC
76
DELISTED
Jupiter Wellness Acquisition Corp. Class A Common Stock
JWAC
$1.32M 0.31% 125,000 – –
DON icon
77
WisdomTree US MidCap Dividend Fund
DON
$3.83B
$1.32M 0.31% 32,116 -2,389 -7% -$97.9K
F icon
78
Ford
F
$46.8B
$1.29M 0.3% 102,486 -6,741 -6% -$84.9K
GBBK
79
DELISTED
Global Blockchain Acquisition Corp. Common Stock
GBBK
$1.29M 0.3% 125,000 – –
XLY icon
80
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
$1.28M 0.3% 8,546 +490 +6% +$73.3K
AXP icon
81
American Express
AXP
$231B
$1.28M 0.3% 7,740 +62 +0.8% +$10.2K
DGRW icon
82
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$1.28M 0.3% 20,475 +7,203 +54% +$449K
IWR icon
83
iShares Russell Mid-Cap ETF
IWR
$44.4B
$1.26M 0.29% 17,997 -27,081 -60% -$1.89M
USFR icon
84
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$1.26M 0.29% 25,000 -75,352 -75% -$3.79M
FCN icon
85
FTI Consulting
FCN
$5.46B
$1.24M 0.29% 6,299 +76 +1% +$15K
STLA icon
86
Stellantis
STLA
$27.8B
$1.2M 0.28% 66,146 +902 +1% +$16.4K
NVO icon
87
Novo Nordisk
NVO
$251B
$1.19M 0.28% 7,505 +133 +2% +$21.2K
GMFI
88
DELISTED
Aetherium Acquisition Corp. Class A Common Stock
GMFI
$1.19M 0.28% 113,334 – –
EME icon
89
Emcor
EME
$27.8B
$1.18M 0.28% 7,237 +744 +11% +$121K
CSCO icon
90
Cisco
CSCO
$274B
$1.16M 0.27% 22,248 +312 +1% +$16.3K
GNR icon
91
SPDR S&P Global Natural Resources ETF
GNR
$3.3B
$1.16M 0.27% 20,231 +2,857 +16% +$163K
TJX icon
92
TJX Companies
TJX
$152B
$1.15M 0.27% 14,636 +414 +3% +$32.4K
CSX icon
93
CSX Corp
CSX
$60.6B
$1.13M 0.27% 37,862 +3,923 +12% +$117K
IJR icon
94
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$1.13M 0.26% 11,674 +5 +0% +$484
MDT icon
95
Medtronic
MDT
$119B
$1.13M 0.26% 13,954 +1,689 +14% +$136K
MAQC
96
DELISTED
Maquia Capital Acquisition Corporation Class A Common Stock
MAQC
$1.12M 0.26% 104,897 – –
CB icon
97
Chubb
CB
$110B
$1.11M 0.26% 5,714 -345 -6% -$67K
TRUG icon
98
TruGolf
TRUG
$5.49M
$1.11M 0.26% 99,536 +136 +0.1% +$1.52K
LOW icon
99
Lowe's Companies
LOW
$145B
$1.09M 0.26% 5,464 -641 -10% -$128K
BRK.B icon
100
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.09M 0.26% 3,533 -33 -0.9% -$10.2K
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