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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
+9.33%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
-$18.1M
Cap. Flow %
-2.6%
Top 10 Hldgs %
55.35%
Holding
363
New
33
Increased
121
Reduced
86
Closed
22

Top Buys

Rank Stock Value
1
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M
2
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.55M
3
SYY icon
Sysco
SYY
+$1.44M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K
5
FGMC
FG Merger II Corp
FGMC
+$776K

Top Sells

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.95M
2
OKLO
Oklo
OKLO
+$3.18M
3
GLST
Global Star Acquisition, Inc. Class A Common Stock
GLST
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

Rank Sector Weight
1 Financials 8.6%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
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
$83.8M 12.01%
693,952
-61,795
-8% -$6.95M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$881B
$49.4M 7.08%
79,982
+465
+0.6% +$267K
MBB icon
3
iShares MBS ETF
MBB
$39.3B
$45.8M 6.56%
489,413
+3,763
+0.8% +$349K
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$44.8M 6.43%
537,459
+7,157
+1% +$568K
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$40.7M 5.83%
1,027,678
+68,754
+7% +$2.59M
IEI icon
6
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$35.2M 5.04%
295,867
-857
-0.3% -$101K
IAU icon
7
iShares Gold Trust
IAU
$62.4B
$29.7M 4.26%
482,099
-29,268
-6% -$1.81M
NVDA icon
8
NVIDIA
NVDA
$4.91T
$23.6M 3.38%
149,456
+5,750
+4% +$724K
IBHE
9
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$22.6M 3.23%
970,073
+66,764
+7% +$1.55M
IBKR icon
10
Interactive Brokers
IBKR
$40.3B
$8.03M 1.15%
148,163
+651
+0.4% +$30.9K
MSFT icon
11
Microsoft
MSFT
$2.93T
$6.84M 0.98%
13,792
+352
+3% +$153K
PMBS
12
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.38B
$6.57M 0.94%
134,360
– –
ALLY icon
13
Ally Financial
ALLY
$14B
$6.5M 0.93%
167,083
+644
+0.4% +$22.3K
UPWK icon
14
Upwork
UPWK
$1.12B
$5.3M 0.76%
389,237
+2,971
+0.8% +$42.6K
EWJ icon
15
iShares MSCI Japan ETF
EWJ
$21.5B
$4.72M 0.68%
62,679
-20,788
-25% -$1.48M
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$4.71M 0.68%
26,034
-1,666
-6% -$288K
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.35M 0.62%
21,335
– –
XLC icon
18
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$4.2M 0.6%
38,960
+56
+0.1% +$5.52K
META icon
19
Meta Platforms (Facebook)
META
$1.64T
$4.17M 0.6%
5,679
-18
-0.3% -$11.1K
IEFA icon
20
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.1M 0.59%
49,166
– –
AMZN icon
21
Amazon
AMZN
$2.66T
$4.09M 0.59%
18,379
+2,384
+15% +$472K
XLP icon
22
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.91M 0.56%
48,545
+647
+1% +$52.5K
OSCR icon
23
Oscar Health
OSCR
$8.77B
$3.9M 0.56%
190,539
+2,186
+1% +$32.5K
XLY icon
24
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$3.78M 0.54%
34,584
+532
+2% +$54.4K
CP icon
25
Canadian Pacific Kansas City
CP
$83.2B
$3.68M 0.53%
46,881
-3,008
-6% -$231K
1
2 3 4 5

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EIG
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APG
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HI
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HCP
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AFG
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CAWM
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SkyView Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, SkyView Investment Advisors held 363 positions worth $698M, up 4.9% from $665M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q2 2025 filing shows 33 new, 121 increased, 86 reduced and 22 closed positions. Its largest new stake was Sysco: 19,893 shares worth $1.49M. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $6.95M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q2 2025 buy was Sysco: 19,893 shares worth $1.49M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q2 2025, an estimated $2.59M increase.
  • SkyView Investment Advisors's biggest Q2 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $6.95M.
  • SkyView Investment Advisors fully exited Global Star Acquisition, Inc. Class A Common Stock in Q2 2025, selling an estimated $2.73M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $698M portfolio in Q2 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 22 in Q2 2025.
  • SkyView Investment Advisors's portfolio value rose 4.9% quarter-over-quarter to $698M.

Based on SkyView Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.