SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
126
D.R. Horton
DHI
$46.5B
$962K 0.12%
5,676
-85
WM icon
127
Waste Management
WM
$97.1B
$950K 0.12%
4,301
+68
SYK icon
128
Stryker
SYK
$148B
$945K 0.12%
2,555
-39
CB icon
129
Chubb
CB
$133B
$930K 0.12%
3,296
-46
DE icon
130
Deere & Co
DE
$171B
$920K 0.12%
2,012
-33
HON icon
131
Honeywell
HON
$155B
$909K 0.11%
4,319
-68
AXP icon
132
American Express
AXP
$212B
$907K 0.11%
2,371
-396
PHIN icon
133
Phinia Inc
PHIN
$2.75B
$907K 0.11%
15,774
+251
C icon
134
Citigroup
C
$193B
$904K 0.11%
8,907
-197
PRSU
135
Pursuit Attractions and Hospitality Inc
PRSU
$983M
$896K 0.11%
24,774
+617
FISV
136
Fiserv Inc
FISV
$33.5B
$884K 0.11%
6,854
+57
ACN icon
137
Accenture
ACN
$128B
$882K 0.11%
3,578
-173
KAI icon
138
Kadant
KAI
$3.99B
$878K 0.11%
2,951
+87
PRF icon
139
Invesco FTSE RAFI US 1000 ETF
PRF
$9.05B
$869K 0.11%
19,217
ROST icon
140
Ross Stores
ROST
$66.5B
$868K 0.11%
5,693
-56
UFPI icon
141
UFP Industries
UFPI
$6B
$843K 0.11%
9,019
+272
RPG icon
142
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$832K 0.11%
17,433
SCHW icon
143
Charles Schwab
SCHW
$169B
$815K 0.1%
8,539
-149
CNH
144
CNH Industrial
CNH
$15.3B
$815K 0.1%
75,079
+1,067
FHB icon
145
First Hawaiian
FHB
$3.04B
$805K 0.1%
32,420
+767
UBS icon
146
UBS Group
UBS
$128B
$804K 0.1%
19,617
+130
FGMC
147
FG Merger II Corp
FGMC
$104M
$798K 0.1%
79,874
IBAC
148
IB Acquisition Corp
IBAC
$61.4M
$794K 0.1%
75,000
SNDL icon
149
Sundial Growers
SNDL
$397M
$793K 0.1%
295,781
+7,480
MANH icon
150
Manhattan Associates
MANH
$8.11B
$780K 0.1%
3,807
+110
4 5
6
7 8