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
$698M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.55M
3 +$1.49M
4
NVDA icon
NVIDIA
NVDA
+$907K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$859K

Top Sells

1 +$7.46M
2 +$4.62M
3 +$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.8M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

1 Financials 8.62%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SNY icon
201
Sanofi
SNY
$121B
$422K 0.06%
8,821
ABBV icon
202
AbbVie
ABBV
$402B
$418K 0.06%
2,293
+257
CVX icon
203
Chevron
CVX
$302B
$416K 0.06%
2,893
VTLE icon
204
Vital Energy
VTLE
$694M
$414K 0.06%
24,998
+1,046
WINV
205
DELISTED
WinVest Acquisition Corp. Common Stock
WINV
$413K 0.06%
32,464
FORL
206
DELISTED
Four Leaf Acquisition Corp
FORL
$408K 0.06%
35,000
NXDR
207
Nextdoor Holdings
NXDR
$686M
$403K 0.06%
251,657
+9,049
AMGN icon
208
Amgen
AMGN
$186B
$397K 0.06%
1,431
+163
USB icon
209
US Bancorp
USB
$76.2B
$389K 0.06%
8,496
XEL icon
210
Xcel Energy
XEL
$48.6B
$389K 0.06%
5,741
JNJ icon
211
Johnson & Johnson
JNJ
$499B
$386K 0.06%
2,530
+235
HI icon
212
Hillenbrand
HI
$2.24B
$381K 0.05%
18,682
+929
TEAM icon
213
Atlassian
TEAM
$39.3B
$377K 0.05%
1,864
+16
BTI icon
214
British American Tobacco
BTI
$128B
$370K 0.05%
+7,883
CLS icon
215
Celestica
CLS
$39.6B
$359K 0.05%
+2,306
SNDL icon
216
Sundial Growers
SNDL
$453M
$355K 0.05%
288,301
+12,467
O icon
217
Realty Income
O
$53B
$343K 0.05%
6,007
+659
MTZ icon
218
MasTec
MTZ
$16.9B
$336K 0.05%
1,969
AZO icon
219
AutoZone
AZO
$65.8B
$334K 0.05%
90
DUK icon
220
Duke Energy
DUK
$96.4B
$322K 0.05%
2,758
-2
RBLX icon
221
Roblox
RBLX
$66.7B
$316K 0.05%
+3,000
GSK icon
222
GSK
GSK
$96.6B
$303K 0.04%
+7,849
HBAN icon
223
Huntington Bancshares
HBAN
$25.5B
$303K 0.04%
18,246
+536
XPOF icon
224
Xponential Fitness
XPOF
$234M
$302K 0.04%
39,871
+1,859
ETN icon
225
Eaton
ETN
$134B
$300K 0.04%
+842