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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBTC icon
151
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$720K 0.11%
10,000
-3,000
-23% -$244K
CLBT icon
152
Cellebrite
CLBT
$3.99B
$714K 0.11%
36,738
+1,619
+5% +$34.1K
WCN
153
Waste Connections
WCN
$42B
$705K 0.11%
3,611
+176
+5% +$32.6K
SPG icon
154
Simon Property Group
SPG
$72.3B
$690K 0.1%
4,156
+308
+8% +$53.8K
SCHW
155
Charles Schwab
SCHW
$187B
$687K 0.1%
8,778
+607
+7% +$47.6K
MNDY icon
156
monday.com
MNDY
$3.94B
$675K 0.1%
2,777
+154
+6% +$40.7K
FIS icon
157
Fidelity National Information Services
FIS
$22.1B
$671K 0.1%
8,982
+610
+7% +$45.9K
UNP icon
158
Union Pacific
UNP
$174B
$671K 0.1%
2,839
+185
+7% +$44.5K
GPN icon
159
Global Payments
GPN
$22.8B
$669K 0.1%
6,836
+587
+9% +$61.4K
NU icon
160
Nu Holdings
NU
$66.9B
$668K 0.1%
65,221
+7,972
+14% +$94.2K
RPG icon
161
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$667K 0.1%
17,433
-206
-1% -$8.62K
C icon
162
Citigroup
C
$226B
$653K 0.1%
9,195
+547
+6% +$41.7K
GOOGL icon
163
Alphabet (Google) Class A
GOOGL
$4.33T
$653K 0.1%
4,221
-558
-12% -$101K
A icon
164
Agilent Technologies
A
$41.2B
$647K 0.1%
5,529
+397
+8% +$53.5K
RLI icon
165
RLI Corp
RLI
$5.89B
$646K 0.1%
8,044
+482
+6% +$36.7K
TIPT icon
166
Tiptree Inc
TIPT
$675M
$645K 0.1%
26,772
+131
+0.5% +$2.79K
MDXG icon
167
MiMedx Group
MDXG
$633M
$644K 0.1%
84,702
+1,799
+2% +$15K
PHIN icon
168
Phinia Inc
PHIN
$2.74B
$642K 0.1%
15,136
+715
+5% +$34.3K
MELI icon
169
Mercado Libre
MELI
$92.3B
$638K 0.1%
327
+20
+7% +$39.7K
ENR icon
170
Energizer
ENR
$1.55B
$632K 0.1%
21,128
+1,561
+8% +$50K
AVGO icon
171
Broadcom
AVGO
$2.04T
$626K 0.09%
3,741
+340
+10% +$72K
BBW icon
172
Build-A-Bear
BBW
$462M
$621K 0.09%
16,709
-244
-1% -$9.7K
MANH icon
173
Manhattan Associates
MANH
$11.4B
$617K 0.09%
3,567
+294
+9% +$61.2K
EXTR icon
174
Extreme Networks
EXTR
$3.15B
$612K 0.09%
46,294
-2,532
-5% -$39.6K
APAM icon
175
Artisan Partners
APAM
$3.02B
$606K 0.09%
15,488
+993
+7% +$42.1K
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 Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.