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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
101
PepsiCo
PEP
$189B
$999K 0.16%
+6,572
New +$1.08M
SWI
102
DELISTED
SolarWinds Corporation Common Stock
SWI
$965K 0.15%
+67,704
New +$913K
RTO icon
103
Rentokil
RTO
$12.3B
$964K 0.15%
+38,067
New +$965K
GGG icon
104
Graco
GGG
$13.5B
$960K 0.15%
11,389
+206
+2% +$17.9K
GFL icon
105
GFL Environmental
GFL
$15B
$951K 0.15%
+21,347
New +$929K
PRSU
106
Pursuit Attractions and Hospitality Inc
PRSU
$1.3B
$947K 0.15%
22,286
+2,834
+15% +$117K
LSTR icon
107
Landstar System
LSTR
$6.01B
$946K 0.15%
5,502
+29
+0.5% +$5.3K
TTC icon
108
Toro Company
TTC
$9.35B
$937K 0.15%
11,704
+1,536
+15% +$129K
FRLA
109
DELISTED
Fortune Rise Acquisition Corporation Class A Common Stock
FRLA
$925K 0.15%
83,000
– –
ROST icon
110
Ross Stores
ROST
$81.6B
$924K 0.15%
6,107
-11,665
-66% -$1.71M
HON icon
111
Honeywell
HON
$76.3B
$921K 0.15%
+4,324
New +$902K
GOOGL icon
112
Alphabet (Google) Class A
GOOGL
$4.38T
$905K 0.14%
4,779
+2,473
+107% +$433K
RBC icon
113
RBC Bearings
RBC
$17.9B
$898K 0.14%
3,002
-619
-17% -$191K
KAI icon
114
Kadant
KAI
$3.95B
$891K 0.14%
+2,582
New +$937K
JUST icon
115
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$576M
$890K 0.14%
10,700
-692
-6% -$58K
MANH icon
116
Manhattan Associates
MANH
$11.1B
$884K 0.14%
3,273
-1,847
-36% -$526K
UFPI icon
117
UFP Industries
UFPI
$5.07B
$884K 0.14%
+7,848
New +$1.01M
CMI icon
118
Cummins
CMI
$88.7B
$878K 0.14%
2,518
-2,816
-53% -$989K
ORCL icon
119
Oracle
ORCL
$413B
$873K 0.14%
5,241
+563
+12% +$100K
SYK icon
120
Stryker
SYK
$129B
$872K 0.14%
+2,422
New +$897K
CB icon
121
Chubb
CB
$137B
$859K 0.14%
+3,108
New +$883K
GLLI
122
DELISTED
Globalink Investment Inc. Common Stock
GLLI
$858K 0.14%
75,000
– –
TAP icon
123
Molson Coors Class B
TAP
$7.92B
$848K 0.14%
14,793
-907
-6% -$52.9K
TRUE
124
DELISTED
TrueCar
TRUE
$840K 0.13%
225,225
+21,530
+11% +$84.6K
IEF icon
125
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$832K 0.13%
+9,000
New +$850K
3 4
5
6 7

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KAM
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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
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
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QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
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TWP
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SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.