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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
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
$15.4B
$87.1M 13.89%
755,668
+3,048
+0.4% +$354K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$881B
$47.2M 7.53%
80,201
+386
+0.5% +$228K
MBB icon
3
iShares MBS ETF
MBB
$39.3B
$43.8M 6.99%
469,280
+20,002
+4% +$1.86M
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$41.9M 6.68%
517,287
+8,896
+2% +$744K
IEI icon
5
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$32.9M 5.25%
264,104
+15,949
+6% +$1.86M
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$31.6M 5.05%
948,521
+52,922
+6% +$1.83M
IAU icon
7
iShares Gold Trust
IAU
$62.4B
$25.5M 4.07%
515,422
+21,159
+4% +$1.06M
NVDA icon
8
NVIDIA
NVDA
$4.91T
$18.4M 2.94%
137,378
+6,475
+5% +$892K
IBKR icon
9
Interactive Brokers
IBKR
$40.3B
$6.45M 1.03%
145,948
-1,936
-1% -$81.5K
PMBS
10
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.38B
$6.43M 1.03%
134,360
– –
UPWK icon
11
Upwork
UPWK
$1.12B
$6.03M 0.96%
368,503
+142,128
+63% +$2.05M
ALLY icon
12
Ally Financial
ALLY
$14B
$5.68M 0.91%
+157,671
New +$5.73M
RSP icon
13
Invesco S&P 500 Equal Weight ETF
RSP
$96B
$5.55M 0.89%
31,700
+23,200
+273% +$4.19M
MSFT icon
14
Microsoft
MSFT
$2.93T
$5.54M 0.88%
13,144
+1,960
+18% +$835K
EWJ icon
15
iShares MSCI Japan ETF
EWJ
$21.5B
$5.33M 0.85%
79,439
+1,651
+2% +$114K
VIG icon
16
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.18M 0.67%
21,335
– –
ULCC icon
17
Frontier Group Holdings
ULCC
$1.43B
$3.74M 0.6%
526,574
+169,571
+47% +$1.06M
XLY icon
18
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$3.62M 0.58%
32,258
+2,296
+8% +$246K
XLC icon
19
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$3.59M 0.57%
37,065
+2,621
+8% +$250K
XLP icon
20
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.57M 0.57%
+45,396
New +$3.69M
CP icon
21
Canadian Pacific Kansas City
CP
$83.2B
$3.52M 0.56%
48,681
-26,888
-36% -$2.07M
AMZN icon
22
Amazon
AMZN
$2.66T
$3.47M 0.55%
15,836
-381
-2% -$77.9K
IEFA icon
23
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.44M 0.55%
49,012
+103
+0.2% +$7.6K
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.22T
$3.43M 0.55%
17,994
+1,058
+6% +$187K
META icon
25
Meta Platforms (Facebook)
META
$1.64T
$3.4M 0.54%
5,809
-5,340
-48% -$3.13M
1
2 3 4 5

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HCP
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AFG
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SkyView Investment Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.