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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
76
Accenture
ACN
$105B
$1.22M 0.19%
3,459
+1,663
+93% +$599K
MA icon
77
Mastercard
MA
$505B
$1.2M 0.19%
2,270
-2,765
-55% -$1.43M
NKE icon
78
Nike
NKE
$62.3B
$1.18M 0.19%
+15,583
New +$1.22M
AMG icon
79
Affiliated Managers Group
AMG
$9.83B
$1.18M 0.19%
6,370
+552
+9% +$103K
PAR icon
80
PAR Technology
PAR
$706M
$1.16M 0.19%
+15,982
New +$1.09M
AOGO
81
DELISTED
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
$1.15M 0.18%
100,000
– –
MDY icon
82
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$1.14M 0.18%
2,000
– –
AZN icon
83
AstraZeneca
AZN
$250B
$1.12M 0.18%
+8,581
New +$1.2M
PRKS icon
84
United Parks & Resorts
PRKS
$2.09B
$1.12M 0.18%
+19,966
New +$1.09M
GPGI
85
GPGI Inc
GPGI
$4.34B
$1.11M 0.18%
+87,483
New +$1.11M
GOLF icon
86
Acushnet Holdings
GOLF
$5.5B
$1.11M 0.18%
15,645
-5,127
-25% -$348K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$83.2B
$1.11M 0.18%
5,975
– –
UTI icon
88
Universal Technical Institute
UTI
$1.53B
$1.09M 0.17%
+42,468
New +$884K
BNIX
89
DELISTED
Bannix Acquisition Corp. Common Stock
BNIX
$1.09M 0.17%
96,999
– –
JVSAU
90
DELISTED
JVSPAC Acquisition Corp. Unit
JVSAU
$1.08M 0.17%
100,000
– –
WTS icon
91
Watts Water Technologies
WTS
$12.6B
$1.08M 0.17%
5,327
-63
-1% -$13.1K
DHR icon
92
Danaher
DHR
$141B
$1.08M 0.17%
+4,693
New +$1.15M
MC icon
93
Moelis & Co
MC
$4.98B
$1.07M 0.17%
14,448
+282
+2% +$20.4K
FBTC icon
94
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$1.06M 0.17%
13,000
+1,500
+13% +$109K
TXN icon
95
Texas Instruments
TXN
$254B
$1.04M 0.17%
+5,569
New +$1.11M
CVCO icon
96
Cavco Industries
CVCO
$4.45B
$1.04M 0.17%
2,327
+536
+30% +$246K
IYW icon
97
iShares US Technology ETF
IYW
$24.8B
$1.03M 0.16%
+6,431
New +$1.02M
MRSH
98
Marsh
MRSH
$92.2B
$1.03M 0.16%
+4,831
New +$1.07M
PG icon
99
Procter & Gamble
PG
$342B
$1.03M 0.16%
+6,118
New +$1.04M
LPLA icon
100
LPL Financial
LPLA
$28.3B
$1M 0.16%
3,068
-1,767
-37% -$523K
2 3
4
5 6

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HI
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HCP
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CC
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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 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.