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
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$4.94M
3
+$3.85M
4
TSM icon
TSMC
TSM
+$2.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.86M

Top Sells

1
+$3M
2
+$1.54M
3
+$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

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
$11.3B
$720K 0.11%
10,000
-3,000
CLBT icon
152
Cellebrite
CLBT
$4.49B
$714K 0.11%
36,738
+1,619
WCN icon
153
Waste Connections
WCN
$45.1B
$705K 0.11%
3,611
+176
SPG icon
154
Simon Property Group
SPG
$60.1B
$690K 0.1%
4,156
+308
SCHW icon
155
Charles Schwab
SCHW
$172B
$687K 0.1%
8,778
+607
MNDY icon
156
monday.com
MNDY
$7.46B
$675K 0.1%
2,777
+154
FIS icon
157
Fidelity National Information Services
FIS
$34.3B
$671K 0.1%
8,982
+610
UNP icon
158
Union Pacific
UNP
$140B
$671K 0.1%
2,839
+185
GPN icon
159
Global Payments
GPN
$19.5B
$669K 0.1%
6,836
+587
NU icon
160
Nu Holdings
NU
$76.9B
$668K 0.1%
65,221
+7,972
RPG icon
161
Invesco S&P 500 Pure Growth ETF
RPG
$1.54B
$667K 0.1%
17,433
-206
C icon
162
Citigroup
C
$199B
$653K 0.1%
9,195
+547
GOOGL icon
163
Alphabet (Google) Class A
GOOGL
$3.58T
$653K 0.1%
4,221
-558
A icon
164
Agilent Technologies
A
$38.7B
$647K 0.1%
5,529
+397
RLI icon
165
RLI Corp
RLI
$6.07B
$646K 0.1%
8,044
+482
TIPT icon
166
Tiptree Inc
TIPT
$692M
$645K 0.1%
26,772
+131
MDXG icon
167
MiMedx Group
MDXG
$1.05B
$644K 0.1%
84,702
+1,799
PHIN icon
168
Phinia Inc
PHIN
$2.28B
$642K 0.1%
15,136
+715
MELI icon
169
Mercado Libre
MELI
$97.1B
$638K 0.1%
327
+20
ENR icon
170
Energizer
ENR
$1.4B
$632K 0.1%
21,128
+1,561
AVGO icon
171
Broadcom
AVGO
$1.54T
$626K 0.09%
3,741
+340
BBW icon
172
Build-A-Bear
BBW
$688M
$621K 0.09%
16,709
-244
MANH icon
173
Manhattan Associates
MANH
$10.6B
$617K 0.09%
3,567
+294
EXTR icon
174
Extreme Networks
EXTR
$2.23B
$612K 0.09%
46,294
-2,532
APAM icon
175
Artisan Partners
APAM
$2.93B
$606K 0.09%
15,488
+993
5 6
7
8 9