SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Return 17.22%
This Quarter Return
+10.35%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$541M
AUM Growth
+$141M
Cap. Flow
+$93M
Cap. Flow %
17.21%
Top 10 Hldgs %
51.71%
Holding
377
New
208
Increased
62
Reduced
15
Closed
23

Top Buys

1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$6.98M
2
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$3.94M
3
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
$3.6M
5
OKLO
Oklo
OKLO
$2.99M

Top Sells

1
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$17.5M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
$12.4M
3
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
$6.31M
4
PPYA
Papaya Growth Opportunity Corp. I Class A Common Stock
PPYA
$3.23M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
$2.1M

Sector Composition

1 Financials 8.56%
2 Industrials 7.56%
3 Technology 7.43%
4 Consumer Discretionary 5.34%
5 Healthcare 3.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ARLO icon
176
Arlo Technologies
ARLO
$1.89B
$481K 0.09%
+38,014
New +$481K
AXP icon
177
American Express
AXP
$227B
$477K 0.09%
2,094
+70
+3% +$15.9K
ML
178
DELISTED
MoneyLion Inc.
ML
$475K 0.09%
+6,666
New +$475K
BEN icon
179
Franklin Resources
BEN
$13B
$473K 0.09%
+16,814
New +$473K
SUSL icon
180
iShares ESG MSCI USA Leaders ETF
SUSL
$890M
$470K 0.09%
+5,071
New +$470K
SAVE
181
DELISTED
Spirit Airlines, Inc.
SAVE
$467K 0.09%
96,440
+15,692
+19% +$76K
FDX icon
182
FedEx
FDX
$53.7B
$462K 0.09%
+1,595
New +$462K
ACIW icon
183
ACI Worldwide
ACIW
$5.19B
$457K 0.08%
+13,748
New +$457K
LOW icon
184
Lowe's Companies
LOW
$151B
$457K 0.08%
+1,796
New +$457K
ENR icon
185
Energizer
ENR
$1.96B
$449K 0.08%
+15,252
New +$449K
CMCSA icon
186
Comcast
CMCSA
$125B
$446K 0.08%
+10,289
New +$446K
FRLA
187
DELISTED
Fortune Rise Acquisition Corporation Class A Common Stock
FRLA
$445K 0.08%
+40,000
New +$445K
CETU
188
DELISTED
Cetus Capital Acquisition Corp. Class A Common Stock
CETU
$445K 0.08%
+42,000
New +$445K
A icon
189
Agilent Technologies
A
$36.5B
$442K 0.08%
+3,034
New +$442K
IMXI icon
190
International Money Express
IMXI
$430M
$442K 0.08%
+19,373
New +$442K
ABG icon
191
Asbury Automotive
ABG
$5.06B
$440K 0.08%
+1,867
New +$440K
CHRW icon
192
C.H. Robinson
CHRW
$14.9B
$438K 0.08%
5,759
+719
+14% +$54.7K
OAKUU
193
Oak Woods Acquisition Corporation Unit
OAKUU
$436K 0.08%
40,000
– –
CSCO icon
194
Cisco
CSCO
$264B
$428K 0.08%
+8,569
New +$428K
SPE
195
Special Opportunities Fund
SPE
$167M
$411K 0.08%
+32,490
New +$411K
NOVV
196
DELISTED
Nova Vision Acquisition Corp. Ordinary share
NOVV
$405K 0.07%
+35,000
New +$405K
AAPL icon
197
Apple
AAPL
$3.56T
$398K 0.07%
+2,323
New +$398K
FORLU
198
Four Leaf Acquisition Corporation Unit
FORLU
$62.7M
$379K 0.07%
35,000
– –
DE icon
199
Deere & Co
DE
$128B
$371K 0.07%
+903
New +$371K
SSNC icon
200
SS&C Technologies
SSNC
$21.7B
$368K 0.07%
5,717
+210
+4% +$13.5K
6 7
8
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