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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USFD icon
76
US Foods
USFD
$24B
$1.32M 0.2%
20,100
+916
+5% +$62.6K
GMFI
77
DELISTED
Aetherium Acquisition Corp
GMFI
$1.29M 0.19%
113,334
– –
GFF icon
78
Griffon
GFF
$4.86B
$1.29M 0.19%
18,006
-490
-3% -$36.1K
MRSH
79
Marsh
MRSH
$91.5B
$1.26M 0.19%
5,165
+334
+7% +$75.8K
GILD icon
80
Gilead Sciences
GILD
$165B
$1.25M 0.19%
11,178
+3,332
+42% +$344K
SWI
81
DELISTED
SolarWinds Corporation Common Stock
SWI
$1.23M 0.19%
66,843
-861
-1% -$14.4K
MA icon
82
Mastercard
MA
$493B
$1.23M 0.19%
2,245
-25
-1% -$13.6K
NVO
83
Novo Nordisk
NVO
$209B
$1.22M 0.18%
+17,580
New +$1.45M
KO icon
84
Coca-Cola
KO
$375B
$1.22M 0.18%
17,000
+4,327
+34% +$289K
CVCO icon
85
Cavco Industries
CVCO
$4.55B
$1.2M 0.18%
2,312
-15
-0.6% -$7.54K
ACN icon
86
Accenture
ACN
$108B
$1.16M 0.17%
3,708
+249
+7% +$87.9K
JVSAU
87
DELISTED
JVSPAC Acquisition Corp. Unit
JVSAU
$1.14M 0.17%
100,000
– –
AMG icon
88
Affiliated Managers Group
AMG
$9.76B
$1.14M 0.17%
6,771
+401
+6% +$69.9K
WTS icon
89
Watts Water Technologies
WTS
$13.1B
$1.14M 0.17%
5,574
+247
+5% +$51.8K
FLUT icon
90
Flutter Entertainment
FLUT
$16.4B
$1.14M 0.17%
5,122
+361
+8% +$93.5K
GOLF icon
91
Acushnet Holdings
GOLF
$5.45B
$1.13M 0.17%
16,506
+861
+6% +$58.4K
IWD icon
92
iShares Russell 1000 Value ETF
IWD
$83.7B
$1.12M 0.17%
5,975
– –
PG icon
93
Procter & Gamble
PG
$339B
$1.12M 0.17%
6,571
+453
+7% +$75.9K
GFL icon
94
GFL Environmental
GFL
$14.9B
$1.09M 0.16%
22,625
+1,278
+6% +$57.9K
ICLR icon
95
Icon
ICLR
$12.7B
$1.09M 0.16%
6,208
+360
+6% +$69.8K
NOA
96
North American Construction
NOA
$395M
$1.08M 0.16%
68,652
-249
-0.4% -$4.61K
TXN icon
97
Texas Instruments
TXN
$261B
$1.08M 0.16%
6,012
+443
+8% +$82.9K
UTI icon
98
Universal Technical Institute
UTI
$1.59B
$1.08M 0.16%
41,898
-570
-1% -$15.4K
LOMA
99
Loma Negra
LOMA
$1.22B
$1.07M 0.16%
+97,009
New +$1.11M
SPOT icon
100
Spotify
SPOT
$100B
$1.06M 0.16%
1,932
+86
+5% +$48.1K
2 3
4
5 6

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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
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 Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.