We are live on ! Find out more
SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$743M
AUM Growth
-$48.8M
Cap. Flow
-$29.1M
Cap. Flow %
-3.92%
Top 10 Hldgs %
58.34%
Holding
372
New
20
Increased
133
Reduced
74
Closed
54

Top Buys

Rank Stock Value
1
ARTCU
Art Technology Acquisition Corp Units
ARTCU
+$2.99M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.41M
3
RDAG
Republic Digital Acquisition Co
RDAG
+$1.02M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$920K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$754K

Top Sells

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.9M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.31M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
MU icon
Micron Technology
MU
+$1.49M

Sector Composition

Rank Sector Weight
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
$40.7B
$825K 0.11%
6,085
-189
-3% -$28.7K
FHB icon
127
First Hawaiian
FHB
$3.54B
$818K 0.11%
33,213
+484
+1% +$12.5K
PRF icon
128
Invesco FTSE RAFI US 1000 ETF
PRF
$9.71B
$818K 0.11%
17,208
-2,009
-10% -$97.7K
SYK icon
129
Stryker
SYK
$122B
$817K 0.11%
2,484
-16
-0.6% -$5.74K
RPG icon
130
Invesco S&P 500 Pure Growth ETF
RPG
$2.06B
$814K 0.11%
17,411
– –
FGMC
131
FG Merger II Corp
FGMC
$85.5M
$807K 0.11%
79,874
– –
ORCL icon
132
Oracle
ORCL
$348B
$793K 0.11%
5,388
+56
+1% +$9.1K
AXP icon
133
American Express
AXP
$241B
$781K 0.11%
2,582
-38
-1% -$12.7K
BALL icon
134
Ball Corp
BALL
$16.6B
$777K 0.1%
13,137
-176
-1% -$10.7K
RHLD
135
Resolute Holdings Management
RHLD
$1.11B
$777K 0.1%
4,786
-7
-0.1% -$1.28K
TTE icon
136
TotalEnergies
TTE
$179B
$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
$170B
$759K 0.1%
19,431
+99
+0.5% +$4.24K
DHI icon
139
D.R. Horton
DHI
$42B
$749K 0.1%
5,460
-52
-0.9% -$7.86K
TAP icon
140
Molson Coors Class B
TAP
$7.71B
$745K 0.1%
17,292
+420
+2% +$19.9K
CNQ icon
141
Canadian Natural Resources
CNQ
$90.6B
$742K 0.1%
15,235
-278
-2% -$11.4K
MU icon
142
Micron Technology
MU
$990B
$738K 0.1%
2,185
-3,803
-64% -$1.49M
SCHW
143
Charles Schwab
SCHW
$175B
$737K 0.1%
7,838
-410
-5% -$40.2K
SPG icon
144
Simon Property Group
SPG
$74.7B
$737K 0.1%
3,948
-38
-1% -$7.25K
SPOT icon
145
Spotify
SPOT
$99.5B
$730K 0.1%
1,506
+42
+3% +$21.1K
EXTR icon
146
Extreme Networks
EXTR
$3.97B
$727K 0.1%
48,198
+231
+0.5% +$3.45K
PRKS icon
147
United Parks & Resorts
PRKS
$2.13B
$727K 0.1%
22,257
+572
+3% +$20K
C icon
148
Citigroup
C
$218B
$726K 0.1%
6,405
-1,909
-23% -$217K
WLY icon
149
John Wiley & Sons Class A
WLY
$2.57B
$726K 0.1%
19,060
+608
+3% +$19.7K
FERG icon
150
Ferguson
FERG
$44.5B
$721K 0.1%
3,090
+20
+0.7% +$4.87K
4 5
6
7 8

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $742M AUM 14.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

SkyView Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, SkyView Investment Advisors held 372 positions worth $743M, down 6.2% from $792M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

SkyView Investment Advisors withdrew a net $29.1M in Q1 2026, closing 54 positions and reducing 74 holdings. Its most notable exit was JPMorgan Ultra-Short Income ETF, an estimated $2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 7.8% of assets, down from 8% a quarter earlier, followed by Technology and Industrials.

Against the trend, SkyView Investment Advisors opened a new position in Art Technology Acquisition Corp Units worth $2.97M.

  • SkyView Investment Advisors's largest Q1 2026 buy was Art Technology Acquisition Corp Units: 300,000 shares worth $2.97M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q1 2026, an estimated $920K increase.
  • SkyView Investment Advisors's biggest Q1 2026 reduction was iShares GSCI Commodity Dynamic Roll Strategy ETF, cutting an estimated $12.9M.
  • SkyView Investment Advisors fully exited JPMorgan Ultra-Short Income ETF in Q1 2026, selling an estimated $2M.
  • SkyView Investment Advisors's ten largest holdings make up 58% of its $743M portfolio in Q1 2026.
  • SkyView Investment Advisors opened 20 new positions and closed 54 in Q1 2026.
  • SkyView Investment Advisors's portfolio value fell 6.2% quarter-over-quarter to $743M.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.