SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
This Quarter Return
+13.52%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$7.81M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$7.45M |
| 3 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$6.65M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.4M |
| 5 |
Apple
AAPL
|
$6.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.55% |
| 2 | Communication Services | 5.29% |
| 3 | Financials | 5.23% |
| 4 | Consumer Discretionary | 4.51% |
| 5 | Industrials | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Bank of New York Mellon
BK
$73.8B
| $428K | 0.2% |
+10,096
| New | +$428K |
|
102
Pfizer
PFE
$141B
| $426K | 0.2% |
+11,564
| New | +$426K |
|
103
Invesco S&P SmallCap Momentum ETF
XSMO
$1.84B
| $421K | 0.2% |
+8,860
| New | +$421K |
|
104
ARK Web x.0 ETF
ARKW
$2.34B
| $415K | 0.2% |
+2,834
| New | +$415K |
|
105
Coca-Cola
KO
$297B
| $414K | 0.2% |
+7,549
| New | +$414K |
|
106
DaVita
DVA
$9.72B
| $413K | 0.19% |
+3,519
| New | +$413K |
|
107
Alaska Air
ALK
$7.21B
| $405K | 0.19% |
+7,780
| New | +$405K |
|
108
Air Products & Chemicals
APD
$64.8B
| $396K | 0.19% |
+1,450
| New | +$396K |
|
109
GE Aerospace
GE
$293B
| $394K | 0.19% |
+36,448
| New | +$394K |
|
110
Cintas
CTAS
$82.9B
| $393K | 0.19% |
+1,113
| New | +$393K |
|
111
TJX Companies
TJX
$155B
| $388K | 0.18% |
+5,686
| New | +$388K |
|
112
Schwab US Large- Cap ETF
SCHX
$58.8B
| $386K | 0.18% |
+4,241
| New | +$386K |
|
113
Canadian Pacific Kansas City
CP
$70.4B
| $386K | 0.18% |
+1,113
| New | +$386K |
|
114
Colgate-Palmolive
CL
$67.7B
| $379K | 0.18% |
+4,431
| New | +$379K |
|
115
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $376K | 0.18% |
+3,687
| New | +$376K |
|
116
Sprott Physical Gold
PHYS
$12.7B
| $374K | 0.18% |
+24,760
| New | +$374K |
|
|
DCP
117
DELISTED
DCP Midstream, LP
DCP
| $369K | 0.17% |
+19,947
| New | +$369K |
|
118
Williams Companies
WMB
$70.5B
| $369K | 0.17% |
+18,414
| New | +$369K |
|
119
Zscaler
ZS
$42.1B
| $367K | 0.17% |
+1,836
| New | +$367K |
|
120
Alibaba
BABA
$325B
| $363K | 0.17% |
+1,561
| New | +$363K |
|
|
SPLK
121
DELISTED
Splunk Inc
SPLK
| $363K | 0.17% |
+2,136
| New | +$363K |
|
122
Salesforce
CRM
$245B
| $362K | 0.17% |
+1,625
| New | +$362K |
|
123
Zillow
Z
$20.2B
| $359K | 0.17% |
+2,763
| New | +$359K |
|
124
Darden Restaurants
DRI
$24.3B
| $358K | 0.17% |
+3,007
| New | +$358K |
|
125
Visa
V
$681B
| $358K | 0.17% |
+1,638
| New | +$358K |
|