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
C icon
151
Citigroup
C
$185B
$768K 0.11%
9,104
-91
TAP icon
152
Molson Coors Class B
TAP
$9.19B
$765K 0.11%
16,130
+503
DHI icon
153
D.R. Horton
DHI
$46.4B
$741K 0.11%
5,761
-36
ROST icon
154
Ross Stores
ROST
$57.4B
$735K 0.11%
5,749
-41
IBN icon
155
ICICI Bank
IBN
$112B
$733K 0.11%
21,636
-6,430
MANH icon
156
Manhattan Associates
MANH
$10.6B
$729K 0.1%
3,697
+130
STE icon
157
Steris
STE
$26.1B
$729K 0.1%
3,053
-601
CHRW icon
158
C.H. Robinson
CHRW
$18.8B
$724K 0.1%
7,487
+271
FIS icon
159
Fidelity National Information Services
FIS
$34.1B
$719K 0.1%
8,900
-82
JUST icon
160
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$503M
$718K 0.1%
8,217
-2,514
APAM icon
161
Artisan Partners
APAM
$2.92B
$716K 0.1%
16,072
+584
PRSU
162
Pursuit Attractions and Hospitality Inc
PRSU
$971M
$698K 0.1%
24,157
+783
PHIN icon
163
Phinia Inc
PHIN
$2.08B
$692K 0.1%
15,523
+387
UNP icon
164
Union Pacific
UNP
$138B
$678K 0.1%
2,931
+92
FERG icon
165
Ferguson
FERG
$50.5B
$674K 0.1%
3,090
-199
TIPT icon
166
Tiptree Inc
TIPT
$710M
$669K 0.1%
27,280
+508
SPG icon
167
Simon Property Group
SPG
$60.8B
$661K 0.09%
4,117
-39
A icon
168
Agilent Technologies
A
$43.4B
$654K 0.09%
5,489
-40
UBS icon
169
UBS Group
UBS
$121B
$652K 0.09%
19,487
-260
IYW icon
170
iShares US Technology ETF
IYW
$21B
$620K 0.09%
3,611
-5
CLBT icon
171
Cellebrite
CLBT
$4.12B
$597K 0.09%
37,708
+970
RLI icon
172
RLI Corp
RLI
$5.66B
$591K 0.08%
8,281
+237
INVZ icon
173
Innoviz Technologies
INVZ
$267M
$590K 0.08%
360,000
MELI icon
174
Mercado Libre
MELI
$105B
$581K 0.08%
227
-100
AON icon
175
Aon
AON
$76.1B
$568K 0.08%
1,611
-273
5 6
7
8 9