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
UBS icon
176
UBS Group
UBS
$144B
$605K 0.09%
19,747
+1,119
MU icon
177
Micron Technology
MU
$284B
$583K 0.09%
6,711
+147
ML
178
DELISTED
MoneyLion Inc.
ML
$577K 0.09%
6,666
INSE icon
179
Inspired Entertainment
INSE
$246M
$567K 0.09%
66,407
+510
ARLO icon
180
Arlo Technologies
ARLO
$1.48B
$553K 0.08%
56,071
+185
LW icon
181
Lamb Weston
LW
$8.37B
$536K 0.08%
10,053
+858
FERG icon
182
Ferguson
FERG
$46.1B
$527K 0.08%
3,289
+193
MCO icon
183
Moody's
MCO
$89.5B
$527K 0.08%
1,131
-212
CNQ icon
184
Canadian Natural Resources
CNQ
$66.1B
$520K 0.08%
16,872
+1,472
TTE icon
185
TotalEnergies
TTE
$139B
$510K 0.08%
+7,879
IYW icon
186
iShares US Technology ETF
IYW
$20.7B
$508K 0.08%
3,616
-2,815
VTLE
187
DELISTED
Vital Energy
VTLE
$508K 0.08%
23,952
-2,870
CNGL
188
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$497K 0.07%
71,000
BIO icon
189
Bio-Rad Laboratories Class A
BIO
$8.15B
$494K 0.07%
2,030
+172
SNY icon
190
Sanofi
SNY
$117B
$489K 0.07%
+8,821
CVX icon
191
Chevron
CVX
$297B
$484K 0.07%
+2,893
ENB icon
192
Enbridge
ENB
$102B
$481K 0.07%
+10,846
PM icon
193
Philip Morris
PM
$246B
$474K 0.07%
+2,988
OAKU icon
194
Oak Woods Acquisition Corp
OAKU
$467K 0.07%
40,000
SUSL icon
195
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$467K 0.07%
4,874
+82
CLH icon
196
Clean Harbors
CLH
$12.8B
$458K 0.07%
2,325
+26
NGG icon
197
National Grid
NGG
$76B
$456K 0.07%
+7,150
ESTA icon
198
Establishment Labs
ESTA
$2.19B
$449K 0.07%
11,000
-3,700
BMY icon
199
Bristol-Myers Squibb
BMY
$109B
$434K 0.07%
+7,121
HI icon
200
Hillenbrand
HI
$2.24B
$429K 0.06%
17,753
+902
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