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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
+13.54%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow
% of AUM
94.68%
Top 10 Holdings %
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$7.41M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$7.4M |
| 3 |
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
|
+$6.34M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$6.07M |
| 5 |
Apple
AAPL
|
+$5.65M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BNY
101
Bank of New York Mellon
BNY
$107B
| $428K | 0.2% |
+10,096
| New | +$388K |
|
102
Pfizer
PFE
$151B
| $426K | 0.2% |
+11,564
| New | +$424K |
|
103
Invesco S&P SmallCap Momentum ETF
XSMO
$3.1B
| $421K | 0.2% |
+8,860
| New | +$391K |
|
104
ARK Web x.0 ETF
ARKW
$1.75B
| $415K | 0.2% |
+2,834
| New | +$363K |
|
105
Coca-Cola
KO
$374B
| $414K | 0.2% |
+7,549
| New | +$390K |
|
106
DaVita
DVA
$11.5B
| $413K | 0.19% |
+3,519
| New | +$358K |
|
107
Alaska Air
ALK
$5.65B
| $405K | 0.19% |
+7,780
| New | +$350K |
|
108
Air Products & Chemicals
APD
$67.6B
| $396K | 0.19% |
+1,450
| New | +$408K |
|
109
GE Aerospace
GE
$385B
| $394K | 0.19% |
+7,313
| New | +$328K |
|
110
Cintas
CTAS
$81.3B
| $393K | 0.19% |
+4,452
| New | +$387K |
|
111
TJX Companies
TJX
$179B
| $388K | 0.18% |
+5,686
| New | +$346K |
|
112
Canadian Pacific Kansas City
CP
$80.6B
| $386K | 0.18% |
+5,565
| New | +$362K |
|
113
Schwab US Large- Cap ETF
SCHX
$74.4B
| $386K | 0.18% |
+25,446
| New | +$364K |
|
114
Colgate-Palmolive
CL
$74.5B
| $379K | 0.18% |
+4,431
| New | +$366K |
|
115
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
| $376K | 0.18% |
+3,687
| New | +$376K |
|
116
Sprott Physical Gold
PHYS
$15.7B
| $374K | 0.18% |
+24,760
| New | +$368K |
|
117
Williams Companies
WMB
$87.1B
| $369K | 0.17% |
+18,414
| New | +$373K |
|
|
DCP
118
DELISTED
DCP Midstream, LP
DCP
| $369K | 0.17% |
+19,947
| New | +$314K |
|
119
Zscaler
ZS
$27.1B
| $367K | 0.17% |
+1,836
| New | +$292K |
|
120
Alibaba
BABA
$308B
| $363K | 0.17% |
+1,561
| New | +$433K |
|
|
SPLK
121
DELISTED
Splunk Inc
SPLK
| $363K | 0.17% |
+2,136
| New | +$409K |
|
122
Salesforce
CRM
$157B
| $362K | 0.17% |
+1,625
| New | +$395K |
|
123
Zillow
Z
$7.48B
| $359K | 0.17% |
+2,763
| New | +$306K |
|
124
Darden Restaurants
DRI
$24.4B
| $358K | 0.17% |
+3,007
| New | +$322K |
|
125
Visa
V
$678B
| $358K | 0.17% |
+1,638
| New | +$335K |
|
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SkyView Investment Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for SkyView Investment Advisors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Communication Services and Financials.
- SkyView Investment Advisors's largest Q4 2020 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
- SkyView Investment Advisors's ten largest holdings make up 27% of its $212M portfolio in Q4 2020.
- SkyView Investment Advisors disclosed 294 positions in Q4 2020, its first 13F filing on record.
Based on SkyView Investment Advisors's 13F filing for Q4 2020, filed 2 Mar 2021.