SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENR icon
176
Energizer
ENR
$1.48B
$573K 0.07%
23,040
+926
FIS icon
177
Fidelity National Information Services
FIS
$26.4B
$570K 0.07%
8,650
-250
CLH icon
178
Clean Harbors
CLH
$15.5B
$562K 0.07%
2,418
+40
BIO icon
179
Bio-Rad Laboratories Class A
BIO
$7.52B
$561K 0.07%
1,999
-23
RLI icon
180
RLI Corp
RLI
$5.73B
$556K 0.07%
8,528
+247
ESGD icon
181
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$553K 0.07%
5,943
-40
GPN icon
182
Global Payments
GPN
$21.4B
$553K 0.07%
6,655
-169
ENB icon
183
Enbridge
ENB
$116B
$547K 0.07%
10,846
-178
SUSL icon
184
iShares ESG MSCI USA Leaders ETF
SUSL
$1.03B
$546K 0.07%
4,666
-98
CLS icon
185
Celestica
CLS
$31.9B
$543K 0.07%
2,205
-101
NXDR
186
Nextdoor Holdings
NXDR
$679M
$541K 0.07%
258,647
+6,990
MELI icon
187
Mercado Libre
MELI
$89.1B
$538K 0.07%
230
+3
FDS icon
188
Factset
FDS
$8.04B
$533K 0.07%
1,861
+52
ABBV icon
189
AbbVie
ABBV
$410B
$531K 0.07%
2,295
+2
TIPT icon
190
Tiptree Inc
TIPT
$644M
$531K 0.07%
27,695
+415
HI
191
DELISTED
Hillenbrand
HI
$528K 0.07%
19,538
+856
GS icon
192
Goldman Sachs
GS
$258B
$527K 0.07%
662
APP icon
193
Applovin
APP
$147B
$521K 0.07%
725
MNDY icon
194
monday.com
MNDY
$3.74B
$510K 0.06%
2,634
+33
WCN icon
195
Waste Connections
WCN
$44B
$510K 0.06%
2,903
+39
JNJ icon
196
Johnson & Johnson
JNJ
$599B
$508K 0.06%
2,742
+212
TTE icon
197
TotalEnergies
TTE
$171B
$506K 0.06%
8,471
+417
NGG icon
198
National Grid
NGG
$93.2B
$505K 0.06%
7,047
TRUE
199
DELISTED
TrueCar
TRUE
$505K 0.06%
274,415
+13,916
DY icon
200
Dycom Industries
DY
$12.6B
$502K 0.06%
1,719
-108
6 7
8
9 10