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
+$447K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.17M
3
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

1
+$22M
2
+$3.34M
3
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

1 Financials 8.22%
2 Technology 7.27%
3 Industrials 5.14%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FGMCU
201
FG Merger II Corp Unit
FGMCU
$498K 0.06%
47,422
SNDL icon
202
Sundial Growers
SNDL
$397M
$494K 0.06%
297,828
+2,047
OAKU icon
203
Oak Woods Acquisition Corp
OAKU
$486K 0.06%
40,000
BTI icon
204
British American Tobacco
BTI
$136B
$476K 0.06%
8,412
FISV
205
Fiserv Inc
FISV
$33.5B
$474K 0.06%
7,052
+198
PLD icon
206
Prologis
PLD
$133B
$471K 0.06%
3,692
ENR icon
207
Energizer
ENR
$1.48B
$470K 0.06%
23,608
+568
MELI icon
208
Mercado Libre
MELI
$89.1B
$465K 0.06%
231
+1
XOM icon
209
Exxon Mobil
XOM
$635B
$462K 0.06%
3,839
-3
BRK.B icon
210
Berkshire Hathaway Class B
BRK.B
$1.09T
$460K 0.06%
+915
FBTC icon
211
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.65B
$457K 0.06%
6,000
-5,500
LW icon
212
Lamb Weston
LW
$6.69B
$456K 0.06%
10,878
+97
CVX icon
213
Chevron
CVX
$370B
$443K 0.06%
2,904
SHY icon
214
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$437K 0.06%
5,275
-18,124
ETHA
215
iShares Ethereum Trust ETF
ETHA
$1.11B
$437K 0.06%
19,500
SNY icon
216
Sanofi
SNY
$118B
$427K 0.05%
8,821
TFC icon
217
Truist Financial
TFC
$62.3B
$427K 0.05%
8,671
ABBV icon
218
AbbVie
ABBV
$410B
$417K 0.05%
1,825
-470
CLS icon
219
Celestica
CLS
$31.9B
$415K 0.05%
1,405
-800
DY icon
220
Dycom Industries
DY
$12.6B
$412K 0.05%
1,219
-500
FORL
221
DELISTED
Four Leaf Acquisition Corp
FORL
$411K 0.05%
35,000
AMGN icon
222
Amgen
AMGN
$209B
$404K 0.05%
1,235
-196
CRGY icon
223
Crescent Energy
CRGY
$3.83B
$402K 0.05%
+47,866
MNDY icon
224
monday.com
MNDY
$3.74B
$392K 0.05%
2,658
+24
XEL icon
225
Xcel Energy
XEL
$49.3B
$376K 0.05%
5,090
-651
7 8
9
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