SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
This Quarter Return
-1.74%
1 Year Return
+17.22%
3 Year Return
+66%
5 Year Return
10 Year Return
AUM
$423M
AUM Growth
+$423M
Cap. Flow
-$1.2B
Cap. Flow %
-284%
Top 10 Hldgs %
14.5%
Holding
689
New
117
Increased
139
Reduced
184
Closed
108
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$658B
$7.67M 1.81% 17,370 +10,758 +163% +$4.75M
IEI icon
2
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
$7.31M 1.73% 61,498 -9,181 -13% -$1.09M
AAPL icon
3
Apple
AAPL
$3.45T
$6.95M 1.64% 43,955 -14,150 -24% -$2.24M
SSUS icon
4
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$560M
$6.48M 1.53% 197,643 +52,465 +36% +$1.72M
MBB icon
5
iShares MBS ETF
MBB
$41B
$6.28M 1.48% 64,430 +4,303 +7% +$420K
QUAL icon
6
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
$5.93M 1.4% 48,476 -13,005 -21% -$1.59M
GSLC icon
7
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
$5.58M 1.32% 68,571 -37,271 -35% -$3.03M
JPUS icon
8
JPMorgan Diversified Return US Equity ETF
JPUS
$386M
$5.15M 1.22% 51,679 -29,544 -36% -$2.95M
MSFT icon
9
Microsoft
MSFT
$3.77T
$5.07M 1.2% 17,794 -23,679 -57% -$6.75M
QDIV icon
10
Global X S&P 500 Quality Dividend ETF
QDIV
$32.9M
$4.99M 1.18% 150,586 -4,544 -3% -$150K
PG icon
11
Procter & Gamble
PG
$368B
$4.33M 1.02% 27,786 -9,418 -25% -$1.47M
VLUE icon
12
iShares MSCI USA Value Factor ETF
VLUE
$7.1B
$4.15M 0.98% 41,204 +5,106 +14% +$515K
JPST icon
13
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$4.11M 0.97% 81,929 -7,993 -9% -$401K
VCXB
14
DELISTED
10X Capital Venture Acquisition Corp. III
VCXB
$3.98M 0.94% +400,331 New +$3.98M
RLY icon
15
SPDR SSGA Multi-Asset Real Return ETF
RLY
$568M
$3.78M 0.89% 123,387 +1,270 +1% +$38.9K
GLD icon
16
SPDR Gold Trust
GLD
$107B
$3.74M 0.88% 21,337 -4,308 -17% -$756K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$2.58T
$3.61M 0.85% 1,420 -239,481 -99% -$609M
SV
18
DELISTED
Spring Valley Acquisition Corp. Class A Ordinary Share
SV
$3.28M 0.77% +313,310 New +$3.28M
NOBL icon
19
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$3.24M 0.77% 35,256 -28,657 -45% -$2.63M
PID icon
20
Invesco International Dividend Achievers ETF
PID
$872M
$3.21M 0.76% +175,032 New +$3.21M
HTPA
21
DELISTED
Highland Transcend Partners I Corp.
HTPA
$3.16M 0.75% +321,848 New +$3.16M
CP icon
22
Canadian Pacific Kansas City
CP
$69.9B
$3.01M 0.71% 38,052 +18,708 +97% +$1.48M
META icon
23
Meta Platforms (Facebook)
META
$1.86T
$2.93M 0.69% 13,624 -43,601 -76% -$9.37M
FWONA icon
24
Liberty Media Series A
FWONA
$22.5B
$2.87M 0.68% 46,987 +18,106 +63% +$1.11M
UNH icon
25
UnitedHealth
UNH
$281B
$2.77M 0.65% 5,488 -37,636 -87% -$19M