SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$447K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.17M
3
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

1
+$22M
2
+$3.34M
3
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

1 Financials 8.02%
2 Technology 7.27%
3 Industrials 5.21%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSJQ icon
176
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.09B
$584K 0.07%
25,000
GS icon
177
Goldman Sachs
GS
$265B
$582K 0.07%
662
AON icon
178
Aon
AON
$69.2B
$574K 0.07%
1,626
-9
CLH icon
179
Clean Harbors
CLH
$16.2B
$570K 0.07%
2,430
+12
ESGD icon
180
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$565K 0.07%
5,943
WLY icon
181
John Wiley & Sons Class A
WLY
$2.04B
$565K 0.07%
18,452
+307
FIS icon
182
Fidelity National Information Services
FIS
$24.2B
$562K 0.07%
8,461
-189
MRLN
183
Merlin, Inc. Common Stock
MRLN
$1.2B
$555K 0.07%
+51,797
TTE icon
184
TotalEnergies
TTE
$186B
$554K 0.07%
8,471
FDS icon
185
Factset
FDS
$8.14B
$553K 0.07%
1,907
+46
RLI icon
186
RLI Corp
RLI
$5.32B
$552K 0.07%
8,623
+95
NXDR
187
Nextdoor Holdings
NXDR
$589M
$548K 0.07%
260,993
+2,346
ETHMU
188
Dynamix Corp Unit
ETHMU
$163M
$545K 0.07%
50,000
NGG icon
189
National Grid
NGG
$88.5B
$537K 0.07%
6,947
-100
MCO icon
190
Moody's
MCO
$78B
$528K 0.07%
1,033
CNQ icon
191
Canadian Natural Resources
CNQ
$95.5B
$525K 0.07%
15,513
-158
USB icon
192
US Bancorp
USB
$87.5B
$525K 0.07%
9,834
ENB icon
193
Enbridge
ENB
$115B
$519K 0.07%
10,846
CLOA icon
194
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.01B
$517K 0.07%
10,000
-20,000
SUSL icon
195
iShares ESG MSCI USA Leaders ETF
SUSL
$1.04B
$517K 0.07%
4,262
-404
PNC icon
196
PNC Financial Services
PNC
$89.2B
$513K 0.06%
2,458
+1
IMSR
197
Terrestrial Energy
IMSR
$758M
$512K 0.06%
+83,844
GPN icon
198
Global Payments
GPN
$18.9B
$510K 0.06%
6,585
-70
TIPT icon
199
Tiptree Inc
TIPT
$653M
$510K 0.06%
27,933
+238
WCN icon
200
Waste Connections
WCN
$40.7B
$508K 0.06%
2,897
-6
6 7
8
9 10