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SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$400M
AUM Growth
+$154M
Cap. Flow
+$143M
Cap. Flow %
35.8%
Top 10 Hldgs %
63.16%
Holding
617
New
20
Increased
45
Reduced
31
Closed
447

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$58.9M
2
MBB icon
iShares MBS ETF
MBB
+$35.9M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$23.1M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$22.6M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$4.99M
2
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.92M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.75M
4
GRML
Greenland Mines Ltd
GRML
+$3.2M
5
PGSS
Pegasus Digital Mobility Acquisition Corp.
PGSS
+$2.19M

Sector Composition

Rank Sector Weight
1 Financials 7.02%
2 Technology 5.61%
3 Industrials 4.83%
4 Consumer Discretionary 3.87%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AES icon
151
AES
AES
$10.5B
– –
-97
Closed -$1K
AFB
152
AllianceBernstein National Municipal Income Fund
AFB
$316M
– –
-26,481
Closed -$247K
AGG icon
153
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-3,000
Closed -$282K
AIG icon
154
American International
AIG
$41.7B
– –
-54
Closed -$3K
ALB icon
155
Albemarle
ALB
$15B
– –
-102
Closed -$17K
ALK icon
156
Alaska Air
ALK
$5.62B
– –
-14
Closed -$1K
ALNT icon
157
Allient
ALNT
$1.9B
– –
-1,231
Closed -$38K
ALTG icon
158
Alta Equipment Group
ALTG
$240M
– –
-21,608
Closed -$261K
AMAT icon
159
Applied Materials
AMAT
$424B
– –
-2,933
Closed -$406K
AMC icon
160
AMC Entertainment Holdings
AMC
$2.23B
– –
-2,200
Closed -$18K
AMD icon
161
Advanced Micro Devices
AMD
$780B
– –
-54
Closed -$6K
AME icon
162
Ametek
AME
$58B
– –
-31
Closed -$5K
AMG icon
163
Affiliated Managers Group
AMG
$9.87B
– –
-4,509
Closed -$588K
AMP icon
164
Ameriprise Financial
AMP
$49.1B
– –
-16
Closed -$5K
AMT icon
165
American Tower
AMT
$80.9B
– –
-220
Closed -$36K
ANET icon
166
Arista Networks
ANET
$239B
– –
-80
Closed -$4K
AOM icon
167
iShares Core Moderate Allocation ETF
AOM
$1.77B
– –
-323
Closed -$13K
AON icon
168
Aon
AON
$76.2B
– –
-2,305
Closed -$747K
AOS icon
169
A.O. Smith
AOS
$8.7B
– –
-12
Closed -$1K
APA icon
170
APA Corp
APA
$13B
– –
-17
Closed -$1K
ARLO icon
171
Arlo Technologies
ARLO
$1.68B
– –
-26,378
Closed -$272K
ASML icon
172
ASML
ASML
$664B
– –
-1,178
Closed -$693K
ASND icon
173
Ascendis Pharma A/S
ASND
$16.7B
– –
-228
Closed -$21K
ASO icon
174
Academy Sports + Outdoors
ASO
$2.95B
– –
-1,975
Closed -$93K
ATKR icon
175
Atkore
ATKR
$3.16B
– –
-850
Closed -$127K
5 6
7
8 9

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HI
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HCP
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CC
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PCOC
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QI
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MGM
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TWP
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SkyView Investment Advisors's Q4 2023 Portfolio in Review

As of Q4 2023, SkyView Investment Advisors held 617 positions worth $400M, up 62% from $246M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

SkyView Investment Advisors deployed $143M of net new capital in Q4 2023, opening 20 new positions and adding to 45 existing holdings. Its largest new stake was iShares Core MSCI EAFE ETF: 52,315 shares worth $3.68M.

By sector, the portfolio is most concentrated in Financials at 7% of assets, down from 18% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $3.75M trimmed.

  • SkyView Investment Advisors's largest Q4 2023 buy was iShares Core MSCI EAFE ETF: 52,315 shares worth $3.68M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q4 2023, an estimated $58.9M increase.
  • SkyView Investment Advisors's biggest Q4 2023 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.75M.
  • SkyView Investment Advisors fully exited iShares Russell 2000 ETF in Q4 2023, selling an estimated $4.99M.
  • SkyView Investment Advisors's ten largest holdings make up 63% of its $400M portfolio in Q4 2023.
  • SkyView Investment Advisors opened 20 new positions and closed 447 in Q4 2023.
  • SkyView Investment Advisors's portfolio value rose 62% quarter-over-quarter to $400M.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.