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
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$4.94M
3
+$3.85M
4
TSM icon
TSMC
TSM
+$2.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.86M

Top Sells

1
+$3M
2
+$1.54M
3
+$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

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
$398B
$427K 0.06%
+2,036
WINV
202
DELISTED
WinVest Acquisition Corp. Common Stock
WINV
$412K 0.06%
32,464
XEL icon
203
Xcel Energy
XEL
$43.6B
$406K 0.06%
+5,741
FORL
204
DELISTED
Four Leaf Acquisition Corp
FORL
$397K 0.06%
35,000
AMGN icon
205
Amgen
AMGN
$175B
$395K 0.06%
+1,268
TEAM icon
206
Atlassian
TEAM
$43.5B
$392K 0.06%
1,848
+72
SNDL icon
207
Sundial Growers
SNDL
$572M
$389K 0.06%
275,834
+18,232
TDAY
208
USA Today Co
TDAY
$819M
$388K 0.06%
134,227
+3,687
TRUE icon
209
TrueCar
TRUE
$198M
$382K 0.06%
241,548
+16,323
JNJ icon
210
Johnson & Johnson
JNJ
$508B
$381K 0.06%
+2,295
ESGD icon
211
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$376K 0.06%
4,600
+254
GS icon
212
Goldman Sachs
GS
$267B
$372K 0.06%
681
-83
NXDR
213
Nextdoor Holdings
NXDR
$839M
$371K 0.06%
242,608
+4,451
USB icon
214
US Bancorp
USB
$84.3B
$359K 0.05%
+8,496
AZO icon
215
AutoZone
AZO
$55.9B
$343K 0.05%
90
-29
DUK icon
216
Duke Energy
DUK
$91.4B
$337K 0.05%
+2,760
XOM icon
217
Exxon Mobil
XOM
$492B
$321K 0.05%
+2,700
XPOF icon
218
Xponential Fitness
XPOF
$274M
$317K 0.05%
38,012
-100
PNC icon
219
PNC Financial Services
PNC
$83.3B
$316K 0.05%
+1,800
O icon
220
Realty Income
O
$52.9B
$310K 0.05%
+5,348
PLD icon
221
Prologis
PLD
$120B
$307K 0.05%
+2,745
LQDA icon
222
Liquidia Corp
LQDA
$2.98B
$302K 0.05%
20,470
-29,530
AGG icon
223
iShares Core US Aggregate Bond ETF
AGG
$135B
$298K 0.04%
3,012
AEP icon
224
American Electric Power
AEP
$61.7B
$293K 0.04%
+2,686
TFC icon
225
Truist Financial
TFC
$63.9B
$287K 0.04%
+6,984
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