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
MDY icon
101
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
$1.1M 0.14%
1,850
+250
PRKS icon
102
United Parks & Resorts
PRKS
$1.9B
$1.1M 0.14%
21,327
+438
LPLA icon
103
LPL Financial
LPLA
$24B
$1.1M 0.14%
3,294
+37
TXN icon
104
Texas Instruments
TXN
$193B
$1.09M 0.14%
5,942
-99
GGG icon
105
Graco
GGG
$15.5B
$1.08M 0.14%
12,682
+266
CPNG icon
106
Coupang
CPNG
$34.9B
$1.07M 0.14%
33,387
+207
CMI icon
107
Cummins
CMI
$80.7B
$1.07M 0.13%
2,528
-31
SPOT icon
108
Spotify
SPOT
$106B
$1.03M 0.13%
1,480
+12
DDOG icon
109
Datadog
DDOG
$39.5B
$1.03M 0.13%
7,250
-6,250
NOA
110
North American Construction
NOA
$485M
$1.03M 0.13%
72,661
+1,969
CBRE icon
111
CBRE Group
CBRE
$43.6B
$1.03M 0.13%
6,513
-132
MRSH
112
Marsh
MRSH
$90.4B
$1.02M 0.13%
5,060
-46
NVO icon
113
Novo Nordisk
NVO
$166B
$1.02M 0.13%
18,357
+424
NU icon
114
Nu Holdings
NU
$72.6B
$1.01M 0.13%
63,278
-656
RTO icon
115
Rentokil
RTO
$15.7B
$1.01M 0.13%
40,130
+694
KO icon
116
Coca-Cola
KO
$351B
$1.01M 0.13%
15,177
-226
CHRW icon
117
C.H. Robinson
CHRW
$22B
$1.01M 0.13%
7,598
+111
TTC icon
118
Toro Company
TTC
$9.64B
$1M 0.13%
13,169
+316
BAC icon
119
Bank of America
BAC
$359B
$997K 0.13%
19,329
-269
DHR icon
120
Danaher
DHR
$149B
$992K 0.13%
5,006
-168
EXTR icon
121
Extreme Networks
EXTR
$1.88B
$992K 0.13%
48,018
+323
PG icon
122
Procter & Gamble
PG
$389B
$988K 0.12%
6,429
-74
ARLO icon
123
Arlo Technologies
ARLO
$1.66B
$978K 0.12%
57,713
+416
GILD icon
124
Gilead Sciences
GILD
$185B
$974K 0.12%
8,773
-811
GENI icon
125
Genius Sports
GENI
$1.48B
$967K 0.12%
78,116
+827
3 4
5
6 7