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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEAM icon
201
Atlassian
TEAM
$28B
$432K 0.07%
1,776
-2,352
-57% -$539K
IYF icon
202
iShares US Financials ETF
IYF
$4.61B
$413K 0.07%
+3,733
New +$416K
WINV
203
DELISTED
WinVest Acquisition Corp. Common Stock
WINV
$397K 0.06%
32,464
– –
FORL
204
DELISTED
Four Leaf Acquisition Corp
FORL
$389K 0.06%
35,000
– –
AZO icon
205
AutoZone
AZO
$50.1B
$381K 0.06%
119
-488
-80% -$1.55M
IYK icon
206
iShares US Consumer Staples ETF
IYK
$1.41B
$343K 0.05%
+5,226
New +$359K
ESGD icon
207
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$331K 0.05%
4,346
-24
-0.5% -$1.91K
DY icon
208
Dycom Industries
DY
$12B
$322K 0.05%
1,850
– –
DPZ icon
209
Domino's
DPZ
$11.9B
$297K 0.05%
707
-2,146
-75% -$938K
AGG icon
210
iShares Core US Aggregate Bond ETF
AGG
$137B
$292K 0.05%
3,012
-3,988
-57% -$393K
IYE icon
211
iShares US Energy ETF
IYE
$1.72B
$281K 0.04%
+6,159
New +$295K
MTZ icon
212
MasTec
MTZ
$20.8B
$272K 0.04%
2,000
– –
EPAM icon
213
EPAM Systems
EPAM
$4.86B
$267K 0.04%
1,142
-913
-44% -$203K
CNI icon
214
Canadian National Railway
CNI
$76.5B
$238K 0.04%
2,342
-37,876
-94% -$4.14M
VTI icon
215
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
$230K 0.04%
795
-67
-8% -$19.5K
ATS icon
216
ATS Corp
ATS
$1.99B
$229K 0.04%
+7,500
New +$228K
ITA icon
217
iShares US Aerospace & Defense ETF
ITA
$14.6B
$227K 0.04%
+1,565
New +$236K
QQQ icon
218
Invesco QQQ Trust
QQQ
$479B
$223K 0.04%
436
– –
ENS icon
219
EnerSys
ENS
$6.83B
$217K 0.03%
2,353
-6
-0.3% -$584
OPRT icon
220
Oportun Financial
OPRT
$370M
$213K 0.03%
55,000
-52,500
-49% -$169K
ORLY icon
221
O'Reilly Automotive
ORLY
$76.2B
$206K 0.03%
2,610
-10,650
-80% -$859K
IYC icon
222
iShares US Consumer Discretionary ETF
IYC
$1.21B
$203K 0.03%
+2,115
New +$197K
MGTX icon
223
MeiraGTx Holdings
MGTX
$1.18B
$183K 0.03%
30,000
– –
MIR icon
224
Mirion Technologies
MIR
$3.74B
$175K 0.03%
10,000
– –
QETAU icon
225
Quetta Acquisition Corp Unit
QETAU
$162K 0.03%
15,000
– –
7 8
9
10 11

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HI
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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 Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.