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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
-0.95%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
+$55.2M
Cap. Flow %
8.29%
Top 10 Hldgs %
54.48%
Holding
366
New
56
Increased
147
Reduced
46
Closed
36

Top Buys

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$21M
2
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$4.95M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.8M
4
TSM icon
TSMC
TSM
+$2.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.85M

Top Sells

Rank Stock Value
1
NVAC
NorthView Acquisition Corporation Common Stock
NVAC
+$3M
2
TETE
Technology & Telecommunication Acquisition Corporation Class A Ordinary Shares
TETE
+$1.54M
3
SYY icon
Sysco
SYY
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
201
AbbVie
ABBV
$435B
$427K 0.06%
+2,036
New +$396K
WINV
202
DELISTED
WinVest Acquisition Corp. Common Stock
WINV
$412K 0.06%
32,464
– –
XEL icon
203
Xcel Energy
XEL
$48.8B
$406K 0.06%
+5,741
New +$391K
FORL
204
DELISTED
Four Leaf Acquisition Corp
FORL
$397K 0.06%
35,000
– –
AMGN icon
205
Amgen
AMGN
$222B
$395K 0.06%
+1,268
New +$374K
TEAM icon
206
Atlassian
TEAM
$37.8B
$392K 0.06%
1,848
+72
+4% +$19K
SNDL icon
207
Sundial Growers
SNDL
$320M
$389K 0.06%
275,834
+18,232
+7% +$31K
TDAY
208
USA Today Co
TDAY
$1.06B
$388K 0.06%
134,227
+3,687
+3% +$15.4K
TRUE
209
DELISTED
TrueCar
TRUE
$382K 0.06%
241,548
+16,323
+7% +$45.3K
JNJ icon
210
Johnson & Johnson
JNJ
$625B
$381K 0.06%
+2,295
New +$359K
ESGD icon
211
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$376K 0.06%
4,600
+254
+6% +$20.5K
GS icon
212
Goldman Sachs
GS
$303B
$372K 0.06%
681
-83
-11% -$49.9K
NXDR
213
Nextdoor Holdings
NXDR
$986M
$371K 0.06%
242,608
+4,451
+2% +$9.94K
USB icon
214
US Bancorp
USB
$99.6B
$359K 0.05%
+8,496
New +$392K
AZO icon
215
AutoZone
AZO
$51.1B
$343K 0.05%
90
-29
-24% -$100K
DUK icon
216
Duke Energy
DUK
$97.3B
$337K 0.05%
+2,760
New +$315K
XOM icon
217
ExxonMobil
XOM
$634B
$321K 0.05%
+2,700
New +$299K
XPOF icon
218
Xponential Fitness
XPOF
$211M
$317K 0.05%
38,012
-100
-0.3% -$1.39K
PNC icon
219
PNC Financial Services
PNC
$101B
$316K 0.05%
+1,800
New +$340K
O icon
220
Realty Income
O
$59.1B
$310K 0.05%
+5,348
New +$296K
PLD icon
221
Prologis
PLD
$133B
$307K 0.05%
+2,745
New +$318K
LQDA icon
222
Liquidia Corp
LQDA
$8.02B
$302K 0.05%
20,470
-29,530
-59% -$431K
AGG icon
223
iShares Core US Aggregate Bond ETF
AGG
$138B
$298K 0.04%
3,012
– –
AEP icon
224
American Electric Power
AEP
$68.4B
$293K 0.04%
+2,686
New +$272K
TFC icon
225
Truist Financial
TFC
$64B
$287K 0.04%
+6,984
New +$311K
7 8
9
10 11

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KAM
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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return

SkyView Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, SkyView Investment Advisors held 366 positions worth $665M, up 6.1% from $627M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

SkyView Investment Advisors deployed $55.2M of net new capital in Q1 2025, opening 56 new positions and adding to 147 existing holdings. Its largest new stake was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.6% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $711K trimmed.

  • SkyView Investment Advisors's largest Q1 2025 buy was iShares iBonds 2025 Term High Yield and Income ETF: 903,309 shares worth $21M.
  • SkyView Investment Advisors added most to iShares 3-7 Year Treasury Bond ETF in Q1 2025, an estimated $3.8M increase.
  • SkyView Investment Advisors's biggest Q1 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $711K.
  • SkyView Investment Advisors fully exited NorthView Acquisition Corporation Common Stock in Q1 2025, selling an estimated $3M.
  • SkyView Investment Advisors's ten largest holdings make up 54% of its $665M portfolio in Q1 2025.
  • SkyView Investment Advisors opened 56 new positions and closed 36 in Q1 2025.
  • SkyView Investment Advisors's portfolio value rose 6.1% quarter-over-quarter to $665M.

Based on SkyView Investment Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.