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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
GILD icon
151
Gilead Sciences
GILD
$162B
$725K 0.12%
7,846
-636
-7% -$57.3K
CPNG icon
152
Coupang
CPNG
$29.4B
$708K 0.11%
+32,223
New +$791K
GPN icon
153
Global Payments
GPN
$23.2B
$700K 0.11%
6,249
+934
+18% +$102K
CHRW icon
154
C.H. Robinson
CHRW
$17.1B
$699K 0.11%
6,765
+267
+4% +$28.7K
STE icon
155
Steris
STE
$22.6B
$697K 0.11%
3,390
+237
+8% +$52K
PHIN icon
156
Phinia Inc
PHIN
$2.74B
$695K 0.11%
+14,421
New +$712K
BALL icon
157
Ball Corp
BALL
$16.7B
$694K 0.11%
12,584
+3,134
+33% +$192K
WLY icon
158
John Wiley & Sons Class A
WLY
$2.72B
$691K 0.11%
+15,816
New +$776K
A icon
159
Agilent Technologies
A
$39.9B
$689K 0.11%
5,132
+1,517
+42% +$208K
ENR icon
160
Energizer
ENR
$1.48B
$683K 0.11%
19,567
+1,214
+7% +$42K
VHAQ
161
DELISTED
Viveon Health Acquisition Corp.
VHAQ
$678K 0.11%
57,000
– –
ESTA icon
162
Establishment Labs
ESTA
$2.33B
$677K 0.11%
14,700
+2,700
+23% +$118K
FIS icon
163
Fidelity National Information Services
FIS
$22.1B
$676K 0.11%
+8,372
New +$721K
SPG icon
164
Simon Property Group
SPG
$71.9B
$663K 0.11%
3,848
+45
+1% +$7.9K
TDAY
165
USA Today Co
TDAY
$1.17B
$661K 0.11%
+130,540
New +$693K
SLV icon
166
iShares Silver Trust
SLV
$29.8B
$658K 0.11%
25,000
– –
AON icon
167
Aon
AON
$76.5B
$645K 0.1%
1,797
-1,024
-36% -$377K
MCO icon
168
Moody's
MCO
$81.9B
$636K 0.1%
1,343
-4,955
-79% -$2.36M
ARLO icon
169
Arlo Technologies
ARLO
$1.68B
$625K 0.1%
55,886
+13,051
+30% +$152K
APAM icon
170
Artisan Partners
APAM
$3.06B
$624K 0.1%
+14,495
New +$662K
RLI icon
171
RLI Corp
RLI
$5.91B
$623K 0.1%
7,562
-1,528
-17% -$127K
GENI icon
172
Genius Sports
GENI
$2.17B
$620K 0.1%
+71,619
New +$598K
MNDY icon
173
monday.com
MNDY
$3.7B
$618K 0.1%
+2,623
New +$727K
LW icon
174
Lamb Weston
LW
$7.16B
$615K 0.1%
+9,195
New +$686K
BIO icon
175
Bio-Rad Laboratories Class A
BIO
$9.16B
$610K 0.1%
+1,858
New +$631K
5 6
7
8 9

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HCP
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PCOC
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MGM
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TWP
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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.