SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 18.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
-$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.41M
3
+$1.02M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$920K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$754K

Top Sells

1
+$12.9M
2
+$2.31M
3
+$2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
MU icon
Micron Technology
MU
+$1.49M

Sector Composition

1 Financials 7.82%
2 Technology 6.77%
3 Industrials 5.48%
4 Consumer Discretionary 3.72%
5 Communication Services 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVAC
101
EQV Ventures Acquisition Corp II
EVAC
$595M
$1.01M 0.14%
100,000
UNH icon
102
UnitedHealth
UNH
$345B
$1.01M 0.14%
3,719
+52
WM icon
103
Waste Management
WM
$84.9B
$1M 0.13%
4,365
+47
CB icon
104
Chubb
CB
$121B
$1M 0.13%
3,076
-119
TDAY
105
USA Today Co
TDAY
$1.15B
$999K 0.13%
141,714
-944
GFL icon
106
GFL Environmental
GFL
$12.1B
$994K 0.13%
23,826
+317
MC icon
107
Moelis & Co
MC
$5B
$993K 0.13%
17,428
+666
RACE icon
108
Ferrari
RACE
$59.9B
$986K 0.13%
2,912
+96
AVGO icon
109
Broadcom
AVGO
$2.12T
$956K 0.13%
3,088
-1,039
PRSU
110
Pursuit Attractions and Hospitality Inc
PRSU
$1.22B
$946K 0.13%
25,757
+790
HON icon
111
Honeywell
HON
$151B
$931K 0.13%
4,117
-123
PG icon
112
Procter & Gamble
PG
$334B
$920K 0.12%
6,367
+92
CRVL icon
113
CorVel
CRVL
$3.13B
$906K 0.12%
16,008
+1,126
NU icon
114
Nu Holdings
NU
$63.8B
$905K 0.12%
62,972
+448
BNY
115
Bank of New York Mellon
BNY
$95.7B
$903K 0.12%
7,612
-2,263
BAC icon
116
Bank of America
BAC
$366B
$903K 0.12%
18,524
-240
DHR icon
117
Danaher
DHR
$129B
$901K 0.12%
4,750
-124
KAI icon
118
Kadant
KAI
$3.77B
$890K 0.12%
3,045
+50
MRSH
119
Marsh
MRSH
$77.1B
$868K 0.12%
4,998
+70
NKE icon
120
Nike
NKE
$68.5B
$863K 0.12%
16,316
+133
DDOG icon
121
Datadog
DDOG
$88B
$859K 0.12%
7,276
+26
UFPI icon
122
UFP Industries
UFPI
$4.57B
$857K 0.12%
9,304
+171
CNH
123
CNH Industrial
CNH
$12.7B
$845K 0.11%
76,774
+915
ARLO icon
124
Arlo Technologies
ARLO
$1.45B
$832K 0.11%
58,436
+1,031
GILD icon
125
Gilead Sciences
GILD
$167B
$828K 0.11%
5,942
-1,951
3 4
5
6 7