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
MCO icon
176
Moody's
MCO
$87.6B
$560K 0.08%
1,123
-8
LW icon
177
Lamb Weston
LW
$8.23B
$556K 0.08%
10,406
+353
INSE icon
178
Inspired Entertainment
INSE
$221M
$551K 0.08%
68,884
+2,477
CLH icon
179
Clean Harbors
CLH
$12.2B
$549K 0.08%
2,378
+53
GPN icon
180
Global Payments
GPN
$17.9B
$537K 0.08%
6,824
-12
ESGD icon
181
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$533K 0.08%
5,983
+1,383
WCN icon
182
Waste Connections
WCN
$45.2B
$532K 0.08%
2,864
-747
MDXG icon
183
MiMedx Group
MDXG
$1.02B
$523K 0.07%
87,734
+3,032
SUSL icon
184
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$514K 0.07%
4,764
-110
NGG icon
185
National Grid
NGG
$75.5B
$511K 0.07%
6,947
-203
TRUE icon
186
TrueCar
TRUE
$189M
$511K 0.07%
260,499
+18,951
TDAY
187
USA Today Co
TDAY
$737M
$499K 0.07%
139,339
+5,112
CNGL
188
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$497K 0.07%
71,000
TTE icon
189
TotalEnergies
TTE
$142B
$495K 0.07%
8,054
+175
ENB icon
190
Enbridge
ENB
$106B
$494K 0.07%
11,024
+178
BIO icon
191
Bio-Rad Laboratories Class A
BIO
$8.76B
$493K 0.07%
2,022
-8
CNQ icon
192
Canadian Natural Resources
CNQ
$70.3B
$487K 0.07%
15,499
-1,373
FGMCU
193
FG Merger II Corp Unit
FGMCU
$480K 0.07%
+47,422
OAKU icon
194
Oak Woods Acquisition Corp
OAKU
$474K 0.07%
40,000
ESTA icon
195
Establishment Labs
ESTA
$2.01B
$470K 0.07%
11,000
PNC icon
196
PNC Financial Services
PNC
$74.8B
$466K 0.07%
2,508
+708
GS icon
197
Goldman Sachs
GS
$248B
$457K 0.07%
662
-19
ENR icon
198
Energizer
ENR
$1.25B
$448K 0.06%
22,114
+986
DY icon
199
Dycom Industries
DY
$10.5B
$447K 0.06%
1,827
XOM icon
200
Exxon Mobil
XOM
$489B
$432K 0.06%
3,955
+1,255
6 7
8
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