SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.55M
3
+$1.49M
4
NVDA icon
NVIDIA
NVDA
+$907K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$859K

Top Sells

1
+$7.46M
2
+$4.62M
3
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.8M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

1 Financials 8.62%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBW icon
126
Build-A-Bear
BBW
$697M
$915K 0.13%
17,065
+356
ICLR icon
127
Icon
ICLR
$14.1B
$914K 0.13%
6,321
+113
MDY icon
128
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$906K 0.13%
1,600
TTC icon
129
Toro Company
TTC
$6.82B
$904K 0.13%
12,853
+462
KAI icon
130
Kadant
KAI
$3.28B
$898K 0.13%
2,864
+108
AXP icon
131
American Express
AXP
$252B
$878K 0.13%
2,767
-20
UFPI icon
132
UFP Industries
UFPI
$5.42B
$873K 0.13%
8,747
+307
EXTR icon
133
Extreme Networks
EXTR
$2.34B
$850K 0.12%
47,695
+1,401
LSTR icon
134
Landstar System
LSTR
$4.49B
$849K 0.12%
6,087
+239
NU icon
135
Nu Holdings
NU
$84.3B
$847K 0.12%
63,934
-1,287
MU icon
136
Micron Technology
MU
$266B
$842K 0.12%
6,746
+35
CMI icon
137
Cummins
CMI
$68.7B
$834K 0.12%
2,559
-114
GLLI
138
DELISTED
Globalink Investment Inc. Common Stock
GLLI
$830K 0.12%
75,000
PRF icon
139
Invesco FTSE RAFI US 1000 ETF
PRF
$8.52B
$809K 0.12%
19,217
-173
GENI icon
140
Genius Sports
GENI
$2.4B
$802K 0.11%
77,289
+1,512
MNDY icon
141
monday.com
MNDY
$7.42B
$801K 0.11%
2,601
-176
FDS icon
142
Factset
FDS
$10.4B
$798K 0.11%
1,809
+48
WLY icon
143
John Wiley & Sons Class A
WLY
$1.93B
$794K 0.11%
17,589
+544
RPG icon
144
Invesco S&P 500 Pure Growth ETF
RPG
$1.56B
$792K 0.11%
17,433
FGMC
145
FG Merger II Corp
FGMC
$103M
$789K 0.11%
+79,874
IBAC
146
IB Acquisition Corp
IBAC
$165M
$787K 0.11%
75,000
FHB icon
147
First Hawaiian
FHB
$3.08B
$786K 0.11%
31,653
+1,188
EEFT icon
148
Euronet Worldwide
EEFT
$3.12B
$782K 0.11%
7,682
+198
SCHW icon
149
Charles Schwab
SCHW
$165B
$782K 0.11%
8,688
-90
BALL icon
150
Ball Corp
BALL
$13.3B
$775K 0.11%
13,746
-121
4 5
6
7 8