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
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
76
Verizon
VZ
$211B
$1.36M 0.17%
61,010
+30,627
GOLF icon
77
Acushnet Holdings
GOLF
$6B
$1.35M 0.17%
17,187
+231
PEP icon
78
PepsiCo
PEP
$232B
$1.35M 0.17%
9,605
+409
FCNCA icon
79
First Citizens BancShares
FCNCA
$23B
$1.33M 0.17%
746
-11
USFR icon
80
WisdomTree Floating Rate Treasury Fund
USFR
$16.2B
$1.31M 0.17%
25,996
+795
UNH icon
81
UnitedHealth
UNH
$266B
$1.28M 0.16%
3,720
+25
MA icon
82
Mastercard
MA
$461B
$1.28M 0.16%
2,243
-75
SLV icon
83
iShares Silver Trust
SLV
$47.2B
$1.27M 0.16%
30,000
FLUT icon
84
Flutter Entertainment
FLUT
$18.6B
$1.26M 0.16%
4,977
-94
RBC icon
85
RBC Bearings
RBC
$18.2B
$1.26M 0.16%
3,221
+32
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$70.6B
$1.22M 0.15%
5,975
PFE icon
87
Pfizer
PFE
$157B
$1.19M 0.15%
46,552
+3,655
MC icon
88
Moelis & Co
MC
$4.39B
$1.18M 0.15%
16,607
+375
NKE icon
89
Nike
NKE
$92.1B
$1.15M 0.15%
16,501
-786
FBTC icon
90
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.65B
$1.15M 0.15%
11,500
-1,000
CRVL icon
91
CorVel
CRVL
$2.64B
$1.13M 0.14%
14,575
+463
IBTH icon
92
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.05B
$1.13M 0.14%
+50,000
ASML icon
93
ASML
ASML
$559B
$1.13M 0.14%
1,162
+12
BK icon
94
Bank of New York Mellon
BK
$82B
$1.12M 0.14%
10,298
-212
ICLR icon
95
Icon
ICLR
$8.26B
$1.12M 0.14%
6,403
+82
BBW icon
96
Build-A-Bear
BBW
$630M
$1.12M 0.14%
17,156
+91
GFL icon
97
GFL Environmental
GFL
$15.8B
$1.11M 0.14%
23,394
+326
ASMI
98
DELISTED
ASM INTERNATL N.V
ASMI
$1.11M 0.14%
1,840
+19
MU icon
99
Micron Technology
MU
$464B
$1.1M 0.14%
6,605
-141
AZN icon
100
AstraZeneca
AZN
$323B
$1.1M 0.14%
14,387
+171
2 3
4
5 6