SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNQ icon
201
Canadian Natural Resources
CNQ
$91.2B
$501K 0.06%
15,671
+172
CNGL
202
DELISTED
Canna-Global Acquisition Corp. Class A Common Stock
CNGL
$497K 0.06%
71,000
PNC icon
203
PNC Financial Services
PNC
$85.9B
$494K 0.06%
2,457
-51
MCO icon
204
Moody's
MCO
$84.7B
$492K 0.06%
1,033
-90
FGMCU
205
FG Merger II Corp Unit
FGMCU
$490K 0.06%
47,422
OAKU icon
206
Oak Woods Acquisition Corp
OAKU
$480K 0.06%
40,000
USB icon
207
US Bancorp
USB
$85B
$475K 0.06%
9,834
+1,338
XEL icon
208
Xcel Energy
XEL
$49.3B
$463K 0.06%
5,741
PEW
209
GrabAGun Digital Holdings
PEW
$82.5M
$455K 0.06%
+97,586
CVX icon
210
Chevron
CVX
$370B
$451K 0.06%
2,904
+11
ESTA icon
211
Establishment Labs
ESTA
$2.29B
$451K 0.06%
11,000
BTI icon
212
British American Tobacco
BTI
$136B
$447K 0.06%
8,412
+529
XOM icon
213
Exxon Mobil
XOM
$635B
$433K 0.05%
3,842
-113
HELO icon
214
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.81B
$430K 0.05%
+6,608
VTLE
215
DELISTED
Vital Energy
VTLE
$427K 0.05%
25,275
+277
PLD icon
216
Prologis
PLD
$133B
$423K 0.05%
3,692
+962
RHLD
217
Resolute Holdings Management
RHLD
$1.43B
$421K 0.05%
+5,834
RBLX icon
218
Roblox
RBLX
$48.7B
$416K 0.05%
3,000
SNY icon
219
Sanofi
SNY
$118B
$416K 0.05%
8,821
FORL
220
DELISTED
Four Leaf Acquisition Corp
FORL
$411K 0.05%
35,000
AMGN icon
221
Amgen
AMGN
$209B
$404K 0.05%
1,431
RDDT icon
222
Reddit
RDDT
$27.9B
$397K 0.05%
1,727
+27
TFC icon
223
Truist Financial
TFC
$62.3B
$396K 0.05%
8,671
+1,687
MTZ icon
224
MasTec
MTZ
$23.5B
$393K 0.05%
1,848
-121
AZO icon
225
AutoZone
AZO
$62.2B
$386K 0.05%
90
7 8
9
10 11