SIA
SkyView Investment Advisors Portfolio holdings
AUM
$698M
1-Year Return
17.22%
This Quarter Return
-0.47%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
–
10 Year Return
–
AUM
$356M
AUM Growth
+$141M
(+66%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
37.58%
Top 10 Holdings %
Top 10 Hldgs %
19.36%
Holding
454
New
166
Increased
146
Reduced
46
Closed
87
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$10.1M |
| 2 |
Apple
AAPL
|
$6.17M |
| 3 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$4.36M |
| 4 |
MSPR
MSP Recovery, Inc. Class A Common Stock
MSPR
|
$4.2M |
| 5 |
Tesla
TSLA
|
$3.64M |
Top Sells
Sector Composition
| 1 | Financials | 10.95% |
| 2 | Technology | 8.53% |
| 3 | Healthcare | 5.63% |
| 4 | Communication Services | 5.59% |
| 5 | Consumer Discretionary | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cardinal Health
CAH
$35.7B
| $411K | 0.12% |
8,301
+7,988
| +2,552% | +$396K |
|
|
CNR
202
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $411K | 0.12% |
+28,096
| New | +$411K |
|
203
iShares National Muni Bond ETF
MUB
$38.9B
| $409K | 0.12% |
3,523
-18,336
| -84% | -$2.13M |
|
204
Philip Morris
PM
$251B
| $408K | 0.11% |
4,306
+426
| +11% | +$40.4K |
|
205
ResMed
RMD
$40.6B
| $407K | 0.11% |
1,544
+1,533
| +13,936% | +$404K |
|
206
Williams Companies
WMB
$69.9B
| $405K | 0.11% |
15,618
-1,549
| -9% | -$40.2K |
|
|
SLCRU
207
DELISTED
Silver Crest Acquisition Corporation Unit
SLCRU
| $404K | 0.11% |
+40,000
| New | +$404K |
|
208
Lowe's Companies
LOW
$151B
| $403K | 0.11% |
1,987
-158
| -7% | -$32K |
|
209
Molson Coors Class B
TAP
$9.96B
| $400K | 0.11% |
8,626
+8,073
| +1,460% | +$374K |
|
210
Bank of New York Mellon
BK
$73.1B
| $399K | 0.11% |
+7,704
| New | +$399K |
|
211
Lincoln National
LNC
$7.98B
| $399K | 0.11% |
+5,808
| New | +$399K |
|
212
CME Group
CME
$94.4B
| $395K | 0.11% |
2,044
+33
| +2% | +$6.38K |
|
|
KWAC
213
DELISTED
Kingswood Acquisition Corp.
KWAC
| $395K | 0.11% |
+37,500
| New | +$395K |
|
214
Revvity
RVTY
$10.1B
| $394K | 0.11% |
2,273
+2,059
| +962% | +$357K |
|
215
Mueller Water Products
MWA
$4.19B
| $390K | 0.11% |
25,640
-2,575
| -9% | -$39.2K |
|
216
American International
AIG
$43.9B
| $389K | 0.11% |
+7,086
| New | +$389K |
|
|
KWAC.U
217
DELISTED
Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo
KWAC.U
| $388K | 0.11% |
+37,500
| New | +$388K |
|
218
Simpson Manufacturing
SSD
$8.15B
| $387K | 0.11% |
3,613
+3,384
| +1,478% | +$362K |
|
|
OCA
219
DELISTED
Omnichannel Acquisition Corp.
OCA
| $384K | 0.11% |
+38,739
| New | +$384K |
|
220
Landstar System
LSTR
$4.58B
| $382K | 0.11% |
+2,423
| New | +$382K |
|
221
Bank of America
BAC
$369B
| $378K | 0.11% |
+8,907
| New | +$378K |
|
222
Novo Nordisk
NVO
$245B
| $373K | 0.1% |
7,760
| – | – |
|
223
Graco
GGG
$14.2B
| $369K | 0.1% |
5,269
+4,915
| +1,388% | +$344K |
|
224
UGI
UGI
$7.43B
| $367K | 0.1% |
8,623
-1,399
| -14% | -$59.5K |
|
225
ProShares UltraPro QQQ
TQQQ
$26.7B
| $366K | 0.1% |
+5,876
| New | +$366K |
|