We are live on ! Find out more
SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
176
Citigroup
C
$225B
$609K 0.1%
+8,648
New +$583K
SCHW
177
Charles Schwab
SCHW
$185B
$605K 0.1%
+8,171
New +$611K
UNP icon
178
Union Pacific
UNP
$175B
$605K 0.1%
+2,654
New +$628K
INSE icon
179
Inspired Entertainment
INSE
$174M
$596K 0.1%
65,897
+38,223
+138% +$362K
NU icon
180
Nu Holdings
NU
$69.3B
$593K 0.09%
+57,249
New +$761K
WCN
181
Waste Connections
WCN
$42.3B
$589K 0.09%
3,435
+188
+6% +$34.2K
LQDA icon
182
Liquidia Corp
LQDA
$8.09B
$588K 0.09%
50,000
– –
ML
183
DELISTED
MoneyLion Inc.
ML
$573K 0.09%
6,666
-100
-1% -$6.75K
UBS icon
184
UBS Group
UBS
$176B
$565K 0.09%
+18,628
New +$590K
NXDR
185
Nextdoor Holdings
NXDR
$983M
$564K 0.09%
+238,157
New +$591K
TIPT icon
186
Tiptree Inc
TIPT
$664M
$556K 0.09%
+26,641
New +$558K
MU icon
187
Micron Technology
MU
$986B
$552K 0.09%
6,564
-132
-2% -$13.4K
LPRO
188
DELISTED
Open Lending Corp
LPRO
$538K 0.09%
90,184
+70,184
+351% +$420K
FERG icon
189
Ferguson
FERG
$49.8B
$537K 0.09%
3,096
-205
-6% -$40.7K
CLH icon
190
Clean Harbors
CLH
$16.3B
$529K 0.08%
+2,299
New +$571K
MELI icon
191
Mercado Libre
MELI
$92.4B
$522K 0.08%
+307
New +$598K
HI
192
DELISTED
Hillenbrand
HI
$519K 0.08%
16,851
-3,639
-18% -$110K
XPOF icon
193
Xponential Fitness
XPOF
$206M
$513K 0.08%
38,112
+19,612
+106% +$270K
CNGL
194
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$497K 0.08%
71,000
– –
SUSL icon
195
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$494K 0.08%
4,792
-187
-4% -$19.5K
CNQ icon
196
Canadian Natural Resources
CNQ
$93.9B
$475K 0.08%
+15,400
New +$519K
SNDL icon
197
Sundial Growers
SNDL
$318M
$461K 0.07%
+257,602
New +$505K
IYJ icon
198
iShares US Industrials ETF
IYJ
$2.02B
$459K 0.07%
+3,436
New +$473K
OAKU
199
DELISTED
Oak Woods Acquisition Corp
OAKU
$454K 0.07%
40,000
– –
GS icon
200
Goldman Sachs
GS
$303B
$437K 0.07%
764
-2,789
-78% -$1.56M
6 7
8
9 10

Similar funds

KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.