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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$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

Rank Sector Weight
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
$176B
$605K 0.09%
19,747
+1,119
+6% +$37.3K
MU icon
177
Micron Technology
MU
$991B
$583K 0.09%
6,711
+147
+2% +$14.1K
ML
178
DELISTED
MoneyLion Inc.
ML
$577K 0.09%
6,666
– –
INSE icon
179
Inspired Entertainment
INSE
$175M
$567K 0.09%
66,407
+510
+0.8% +$4.9K
ARLO icon
180
Arlo Technologies
ARLO
$1.65B
$553K 0.08%
56,071
+185
+0.3% +$2.11K
LW icon
181
Lamb Weston
LW
$7.19B
$536K 0.08%
10,053
+858
+9% +$48.6K
FERG icon
182
Ferguson
FERG
$49.8B
$527K 0.08%
3,289
+193
+6% +$33.5K
MCO icon
183
Moody's
MCO
$82.7B
$527K 0.08%
1,131
-212
-16% -$102K
CNQ icon
184
Canadian Natural Resources
CNQ
$93.8B
$520K 0.08%
16,872
+1,472
+10% +$44.6K
TTE icon
185
TotalEnergies
TTE
$190B
$510K 0.08%
+7,879
New +$475K
IYW icon
186
iShares US Technology ETF
IYW
$25.2B
$508K 0.08%
3,616
-2,815
-44% -$438K
VTLE
187
DELISTED
Vital Energy
VTLE
$508K 0.08%
23,952
-2,870
-11% -$83.2K
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
$9.42B
$494K 0.07%
2,030
+172
+9% +$51.7K
SNY icon
190
Sanofi
SNY
$104B
$489K 0.07%
+8,821
New +$477K
CVX icon
191
Chevron
CVX
$366B
$484K 0.07%
+2,893
New +$453K
ENB icon
192
Enbridge
ENB
$112B
$481K 0.07%
+10,846
New +$472K
PM icon
193
Philip Morris
PM
$295B
$474K 0.07%
+2,988
New +$423K
OAKU
194
DELISTED
Oak Woods Acquisition Corp
OAKU
$467K 0.07%
40,000
– –
SUSL icon
195
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$467K 0.07%
4,874
+82
+2% +$8.37K
CLH icon
196
Clean Harbors
CLH
$16.3B
$458K 0.07%
2,325
+26
+1% +$5.69K
NGG icon
197
National Grid
NGG
$81.3B
$456K 0.07%
+7,253
New +$426K
ESTA icon
198
Establishment Labs
ESTA
$2.28B
$449K 0.07%
11,000
-3,700
-25% -$138K
BMY icon
199
Bristol-Myers Squibb
BMY
$132B
$434K 0.07%
+7,121
New +$415K
HI
200
DELISTED
Hillenbrand
HI
$429K 0.06%
17,753
+902
+5% +$27.4K
6 7
8
9 10

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HCP
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CC
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PCOC
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QI
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MGM
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TWP
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SkyView Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.