SIA

SkyView Investment Advisors Portfolio holdings

AUM $792M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$3.49M
3
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

1
+$6.57M
2
+$2.02M
3
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

1 Financials 7.37%
2 Technology 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
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
$14.7B
$88.3M 11.16%
677,925
-16,027
IVV icon
2
iShares Core S&P 500 ETF
IVV
$753B
$53M 6.69%
79,145
-837
JMTG
3
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.62B
$51.6M 6.51%
+1,012,054
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$47.1M 5.95%
529,101
-8,358
MBB icon
5
iShares MBS ETF
MBB
$39.8B
$46.8M 5.91%
492,229
+2,816
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.5B
$41.8M 5.27%
1,015,852
-11,826
IEI icon
7
iShares 3-7 Year Treasury Bond ETF
IEI
$18.5B
$35.4M 4.47%
296,167
+300
IAU icon
8
iShares Gold Trust
IAU
$84.6B
$35M 4.42%
481,112
-987
NVDA icon
9
NVIDIA
NVDA
$4.31T
$27.6M 3.49%
148,029
-1,427
IBHE
10
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$22M 2.77%
945,683
-24,390
IBKR icon
11
Interactive Brokers
IBKR
$31.7B
$10M 1.27%
145,914
-2,249
UPWK icon
12
Upwork
UPWK
$1.75B
$7.47M 0.94%
402,394
+13,157
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$699B
$7.42M 0.94%
11,139
+5,439
MSFT icon
14
Microsoft
MSFT
$2.92T
$7M 0.88%
13,506
-286
ALLY icon
15
Ally Financial
ALLY
$12.2B
$6.49M 0.82%
165,609
-1,474
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
$5.28M 0.67%
27,825
+1,791
EWJ icon
17
iShares MSCI Japan ETF
EWJ
$19.2B
$5.09M 0.64%
63,425
+746
XLC icon
18
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$4.74M 0.6%
40,028
+1,068
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.77T
$4.65M 0.59%
19,105
-549
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$105B
$4.42M 0.56%
20,626
-709
IEFA icon
21
iShares Core MSCI EAFE ETF
IEFA
$181B
$4.29M 0.54%
49,166
XLY icon
22
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$4.27M 0.54%
35,674
+1,090
META icon
23
Meta Platforms (Facebook)
META
$1.64T
$4.1M 0.52%
5,588
-91
EME icon
24
Emcor
EME
$32.4B
$4.02M 0.51%
6,196
+70
AMZN icon
25
Amazon
AMZN
$2.25T
$3.95M 0.5%
17,987
-392
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