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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTLE
126
DELISTED
Vital Energy
VTLE
$829K 0.13%
26,822
+5,181
+24% +$154K
SPOT icon
127
Spotify
SPOT
$101B
$826K 0.13%
+1,846
New +$791K
CBRE icon
128
CBRE Group
CBRE
$43.3B
$821K 0.13%
+6,257
New +$819K
EXTR icon
129
Extreme Networks
EXTR
$3.18B
$817K 0.13%
48,826
-52,613
-52% -$851K
FDS icon
130
Factset
FDS
$10.1B
$798K 0.13%
1,662
-112
-6% -$53.2K
MDXG icon
131
MiMedx Group
MDXG
$621M
$798K 0.13%
82,903
+69,903
+538% +$545K
BAC icon
132
Bank of America
BAC
$441B
$795K 0.13%
18,085
+2,483
+16% +$109K
KO icon
133
Coca-Cola
KO
$374B
$789K 0.13%
+12,673
New +$827K
AVGO icon
134
Broadcom
AVGO
$2.02T
$788K 0.13%
3,401
+2,201
+183% +$407K
WM icon
135
Waste Management
WM
$91.7B
$787K 0.13%
+3,900
New +$838K
CNH
136
CNH Industrial
CNH
$17.9B
$785K 0.13%
+69,242
New +$788K
PRF icon
137
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$783K 0.12%
19,415
– –
BBW icon
138
Build-A-Bear
BBW
$456M
$781K 0.12%
16,953
-14,742
-47% -$573K
CLBT icon
139
Cellebrite
CLBT
$3.91B
$774K 0.12%
+35,119
New +$676K
DE icon
140
Deere & Co
DE
$169B
$773K 0.12%
1,825
+727
+66% +$306K
BNY
141
Bank of New York Mellon
BNY
$107B
$764K 0.12%
9,949
+135
+1% +$10.4K
EEFT icon
142
Euronet Worldwide
EEFT
$2.68B
$764K 0.12%
7,426
+1,109
+18% +$113K
AXP icon
143
American Express
AXP
$231B
$763K 0.12%
2,570
+147
+6% +$42.2K
IBAC
144
IB Acquisition Corp
IBAC
$759K 0.12%
75,000
– –
INVZ icon
145
Innoviz Technologies
INVZ
$110M
$756K 0.12%
450,000
+50,127
+13% +$41.4K
FHB icon
146
First Hawaiian
FHB
$3.37B
$749K 0.12%
28,878
-9,667
-25% -$249K
DHI icon
147
D.R. Horton
DHI
$41.9B
$741K 0.12%
5,301
-162
-3% -$27.1K
PFE icon
148
Pfizer
PFE
$151B
$740K 0.12%
+27,907
New +$757K
VZ icon
149
Verizon
VZ
$195B
$734K 0.12%
18,366
+2,039
+12% +$86K
RPG icon
150
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$728K 0.12%
17,639
– –
4 5
6
7 8

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KAM
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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.