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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
+13.54%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow
% of AUM
94.68%
Top 10 Holdings %
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$7.41M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$7.4M |
| 3 |
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
|
+$6.34M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$6.07M |
| 5 |
Apple
AAPL
|
+$5.65M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.55% |
| 2 | Communication Services | 5.29% |
| 3 | Financials | 5.23% |
| 4 | Consumer Discretionary | 4.51% |
| 5 | Industrials | 4.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CME Group
CME
$94.8B
| $355K | 0.17% |
+1,951
| New | +$332K |
|
127
Philip Morris
PM
$295B
| $354K | 0.17% |
+4,279
| New | +$333K |
|
128
Verizon
VZ
$196B
| $349K | 0.16% |
+5,947
| New | +$353K |
|
129
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.74B
| $347K | 0.16% |
+4,855
| New | +$322K |
|
130
Qualcomm
QCOM
$176B
| $346K | 0.16% |
+2,268
| New | +$316K |
|
131
D.R. Horton
DHI
$42.3B
| $344K | 0.16% |
+5,001
| New | +$365K |
|
132
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$239M
| $343K | 0.16% |
+6,420
| New | +$319K |
|
133
FedEx
FDX
$75.4B
| $341K | 0.16% |
+1,312
| New | +$363K |
|
134
Eaton
ETN
$174B
| $339K | 0.16% |
+2,823
| New | +$319K |
|
135
iShares Russell 2000 Growth ETF
IWO
$15.1B
| $337K | 0.16% |
+1,177
| New | +$300K |
|
136
Lam Research
LRCX
$390B
| $334K | 0.16% |
+7,080
| New | +$298K |
|
137
Renaissance IPO ETF
IPO
$161M
| $333K | 0.16% |
+5,162
| New | +$305K |
|
138
Dover
DOV
$28.4B
| $326K | 0.15% |
+2,581
| New | +$307K |
|
139
VanEck Video Gaming and eSports ETF
ESPO
$258M
| $324K | 0.15% |
+4,622
| New | +$297K |
|
140
Biogen
BIIB
$30.7B
| $320K | 0.15% |
+1,306
| New | +$337K |
|
141
PennyMac Financial
PFSI
$4.02B
| $319K | 0.15% |
+4,860
| New | +$289K |
|
|
MDC
142
DELISTED
M.D.C. Holdings, Inc.
MDC
| $319K | 0.15% |
+7,084
| New | +$316K |
|
143
Diageo
DEO
$53.6B
| $318K | 0.15% |
+1,998
| New | +$298K |
|
144
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$784M
| $318K | 0.15% |
+12,140
| New | +$302K |
|
145
Chevron
CVX
$366B
| $316K | 0.15% |
+3,739
| New | +$303K |
|
146
Fidelity MSCI Communication Services Index ETF
FCOM
$1.81B
| $314K | 0.15% |
+6,912
| New | +$292K |
|
|
DOOR
147
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $314K | 0.15% |
+3,193
| New | +$310K |
|
148
Lowe's Companies
LOW
$125B
| $313K | 0.15% |
+1,953
| New | +$317K |
|
149
Linde
LIN
$226B
| $312K | 0.15% |
+1,192
| New | +$293K |
|
150
PPG Industries
PPG
$26.6B
| $312K | 0.15% |
+2,165
| New | +$301K |
|
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SkyView Investment Advisors's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for SkyView Investment Advisors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Communication Services and Financials.
- SkyView Investment Advisors's largest Q4 2020 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
- SkyView Investment Advisors's ten largest holdings make up 27% of its $212M portfolio in Q4 2020.
- SkyView Investment Advisors disclosed 294 positions in Q4 2020, its first 13F filing on record.
Based on SkyView Investment Advisors's 13F filing for Q4 2020, filed 2 Mar 2021.