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
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.4B
$83.2M 12.51%
755,747
+79
MBB icon
2
iShares MBS ETF
MBB
$41.7B
$45.5M 6.85%
485,650
+16,370
IVV icon
3
iShares Core S&P 500 ETF
IVV
$656B
$44.7M 6.72%
79,517
-684
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$42.4M 6.37%
530,302
+13,015
IEI icon
5
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$35.1M 5.27%
296,724
+32,620
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.46B
$34.2M 5.14%
958,924
+10,403
IAU icon
7
iShares Gold Trust
IAU
$65.5B
$30.1M 4.53%
511,367
-4,055
IBHE icon
8
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$21M 3.16%
+903,309
NVDA icon
9
NVIDIA
NVDA
$4.43T
$15.6M 2.34%
143,706
+6,328
PMBS
10
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$756M
$6.59M 0.99%
134,360
IBKR icon
11
Interactive Brokers
IBKR
$30.5B
$6.11M 0.92%
147,512
+1,564
ALLY icon
12
Ally Financial
ALLY
$11.8B
$6.07M 0.91%
166,439
+8,768
EWJ icon
13
iShares MSCI Japan ETF
EWJ
$15.8B
$5.72M 0.86%
83,467
+4,028
MSFT icon
14
Microsoft
MSFT
$3.8T
$5.04M 0.76%
13,440
+296
UPWK icon
15
Upwork
UPWK
$2.22B
$5.04M 0.76%
386,266
+17,763
IBHF icon
16
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$969M
$4.94M 0.74%
+212,767
RSP icon
17
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
$4.8M 0.72%
27,700
-4,000
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$97.6B
$4.14M 0.62%
21,335
XLP icon
19
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$3.91M 0.59%
47,898
+2,502
PGR icon
20
Progressive
PGR
$130B
$3.8M 0.57%
13,440
+534
XLC icon
21
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$3.75M 0.56%
38,904
+1,839
IEFA icon
22
iShares Core MSCI EAFE ETF
IEFA
$157B
$3.72M 0.56%
49,166
+154
CP icon
23
Canadian Pacific Kansas City
CP
$69.3B
$3.5M 0.53%
49,889
+1,208
XLY icon
24
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$3.36M 0.51%
17,026
+897
META icon
25
Meta Platforms (Facebook)
META
$1.79T
$3.28M 0.49%
5,697
-112
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