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 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
CBRE icon
126
CBRE Group
CBRE
$36.6B
$825K 0.11%
6,085
-189
PRF icon
127
Invesco FTSE RAFI US 1000 ETF
PRF
$9.59B
$818K 0.11%
17,208
-2,009
FHB icon
128
First Hawaiian
FHB
$3.28B
$818K 0.11%
33,213
+484
SYK icon
129
Stryker
SYK
$117B
$817K 0.11%
2,484
-16
RPG icon
130
Invesco S&P 500 Pure Growth ETF
RPG
$2.11B
$814K 0.11%
17,411
FGMC
131
FG Merger II Corp
FGMC
$107M
$807K 0.11%
79,874
ORCL icon
132
Oracle
ORCL
$649B
$793K 0.11%
5,388
+56
AXP icon
133
American Express
AXP
$216B
$781K 0.11%
2,582
-38
RHLD
134
Resolute Holdings Management
RHLD
$982M
$777K 0.1%
4,786
-7
BALL icon
135
Ball Corp
BALL
$14.6B
$777K 0.1%
13,137
-176
TTE icon
136
TotalEnergies
TTE
$194B
$771K 0.1%
8,471
FCRS.U
137
FutureCrest Acquisition Corp Units
FCRS.U
$764K 0.1%
75,000
UBS icon
138
UBS Group
UBS
$154B
$759K 0.1%
19,431
+99
DHI icon
139
D.R. Horton
DHI
$41.7B
$749K 0.1%
5,460
-52
TAP icon
140
Molson Coors Class B
TAP
$7.41B
$745K 0.1%
17,292
+420
CNQ icon
141
Canadian Natural Resources
CNQ
$94.6B
$742K 0.1%
15,235
-278
MU icon
142
Micron Technology
MU
$1.1T
$738K 0.1%
2,185
-3,803
SCHW icon
143
Charles Schwab
SCHW
$152B
$737K 0.1%
7,838
-410
SPG icon
144
Simon Property Group
SPG
$66.5B
$737K 0.1%
3,948
-38
SPOT icon
145
Spotify
SPOT
$102B
$730K 0.1%
1,506
+42
EXTR icon
146
Extreme Networks
EXTR
$3.47B
$727K 0.1%
48,198
+231
PRKS icon
147
United Parks & Resorts
PRKS
$1.89B
$727K 0.1%
22,257
+572
WLY icon
148
John Wiley & Sons Class A
WLY
$2.16B
$726K 0.1%
19,060
+608
C icon
149
Citigroup
C
$215B
$726K 0.1%
6,405
-1,909
FERG icon
150
Ferguson
FERG
$43.8B
$721K 0.1%
3,090
+20