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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
+13.54%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow %
94.68%
Top 10 Hldgs %
26.95%
Holding
294
New
294
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.41M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$7.4M
3
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$6.34M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.07M
5
AAPL icon
Apple
AAPL
+$5.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.55%
2 Communication Services 5.29%
3 Financials 5.23%
4 Consumer Discretionary 4.51%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$7.81M 3.68%
+103,164
New +$7.41M
BOND icon
2
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$7.45M 3.51%
+65,870
New +$7.4M
JPUS
3
JPMorgan Diversified Return US Equity ETF
JPUS
$459M
$6.65M 3.14%
+79,518
New +$6.34M
QUAL icon
4
iShares MSCI USA Quality Factor ETF
QUAL
$45.9B
$6.4M 3.02%
+55,096
New +$6.07M
AAPL icon
5
Apple
AAPL
$4.92T
$6.23M 2.94%
+46,951
New +$5.65M
MBB icon
6
iShares MBS ETF
MBB
$39.1B
$5.14M 2.42%
+46,674
New +$5.14M
NOBL icon
7
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$4.91M 2.31%
+122,836
New +$4.73M
SCHM icon
8
Schwab US Mid-Cap ETF
SCHM
$14.5B
$4.28M 2.02%
+188,130
New +$3.92M
GSIE icon
9
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.88B
$4.18M 1.97%
+131,081
New +$3.92M
MLN icon
10
VanEck Long Muni ETF
MLN
$681M
$4.11M 1.94%
+189,465
New +$4.07M
JPST icon
11
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$3.71M 1.75%
+73,082
New +$3.71M
QQQ icon
12
Invesco QQQ Trust
QQQ
$447B
$3.65M 1.72%
+12,033
New +$3.53M
GLD icon
13
SPDR Gold Trust
GLD
$132B
$3.5M 1.65%
+19,627
New +$3.46M
SSUS icon
14
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$559M
$3.35M 1.58%
+114,502
New +$3.17M
PG icon
15
Procter & Gamble
PG
$347B
$3.3M 1.55%
+23,690
New +$3.31M
RPAR icon
16
RPAR Risk Parity ETF
RPAR
$572M
$3.07M 1.45%
+128,959
New +$2.94M
MSFT icon
17
Microsoft
MSFT
$2.92T
$3.02M 1.43%
+13,595
New +$2.92M
ICVT icon
18
iShares Convertible Bond ETF
ICVT
$7.18B
$2.95M 1.39%
+30,556
New +$2.7M
DRSK icon
19
Aptus Defined Risk ETF
DRSK
$1.5B
$2.9M 1.37%
+98,771
New +$2.97M
RORO
20
DELISTED
ATAC US Rotation ETF
RORO
$2.88M 1.36%
+130,169
New +$2.76M
GEM icon
21
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.65B
$2.85M 1.34%
+74,717
New +$2.65M
GSSC icon
22
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.05B
$2.78M 1.31%
+51,283
New +$2.5M
MUB icon
23
iShares National Muni Bond ETF
MUB
$45.2B
$2.52M 1.19%
+21,478
New +$2.5M
IQLT icon
24
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$2.51M 1.18%
+70,396
New +$2.35M
VUG icon
25
Vanguard Growth ETF
VUG
$215B
$2.5M 1.18%
+59,304
New +$2.37M
1
2 3 4 5

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HI
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HCP
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CC
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PCOC
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ROC
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CNB
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CCM
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SkyView Investment Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for SkyView Investment Advisors, which disclosed 294 positions worth $212M. Its ten largest holdings account for 27% of the portfolio.

Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, followed by Communication Services and Financials.

  • SkyView Investment Advisors's largest Q4 2020 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 103,164 shares worth $7.81M.
  • SkyView Investment Advisors's ten largest holdings make up 27% of its $212M portfolio in Q4 2020.
  • SkyView Investment Advisors disclosed 294 positions in Q4 2020, its first 13F filing on record.

Based on SkyView Investment Advisors's 13F filing for Q4 2020, filed 2 Mar 2021.