Asset Manager
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SkyView Investment Advisors, LLC
Market Value
$670M
+5.2%
Holdings
314
New Purchases
25
Added To
120
Closed
20
Reduced
79
Top 10 Concentration
57.2%
Turnover
14.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 3.52% | 2.45% | +1.07% | $24M |
| GSIE | 6.07% | 5.37% | +0.70% | $41M |
| IVV | 7.37% | 7.02% | +0.35% | $49M |
| IBKR | 1.20% | 0.96% | +0.24% | $8M |
| MSFT | 1.02% | 0.79% | +0.23% | $7M |
| SYY | 0.22% | 0.00% | +0.22% | $1M |
| OSCR | 0.58% | 0.39% | +0.19% | $4M |
| EME | 0.49% | 0.34% | +0.14% | $3M |
| TSM | 0.46% | 0.32% | +0.14% | $3M |
| AMZN | 0.61% | 0.48% | +0.13% | $4M |
| FGMC | 0.12% | 0.00% | +0.12% | $789K |
| SHY | 0.41% | 0.29% | +0.11% | $3M |
| META | 0.62% | 0.52% | +0.11% | $4M |
| AVGO | 0.19% | 0.10% | +0.09% | $1M |
| IBHE | 3.37% | 3.30% | +0.07% | $23M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GSLC | 12.50% | 13.06% | -0.56% | $84M |
| GLST | 0.00% | 0.43% | -0.43% | $0 |
| MBB | 6.83% | 7.15% | -0.32% | $46M |
| IAU | 4.43% | 4.73% | -0.30% | $30M |
| DESP | 0.00% | 0.28% | -0.28% | $0 |
| USFR | 0.19% | 0.47% | -0.28% | $1M |
| TFLO | 0.23% | 0.50% | -0.27% | $2M |
| IBHF | 0.52% | 0.78% | -0.26% | $3M |
| IEI | 5.25% | 5.50% | -0.26% | $35M |
| EWJ | 0.70% | 0.90% | -0.19% | $5M |
| SWI | 0.00% | 0.19% | -0.19% | $0 |
| OKLO | 0.15% | 0.34% | -0.19% | $980K |
| UNH | 0.17% | 0.31% | -0.14% | $1M |
| EFV | 0.37% | 0.47% | -0.10% | $3M |
| PGR | 0.52% | 0.60% | -0.07% | $4M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $134M | 20.1% |
| Large Cap | 133 | $391M | 58.3% |
| Mid Cap | 48 | $87M | 13.0% |
| Small Cap | 26 | $48M | 7.1% |
| Micro Cap | 65 | $10M | 1.5% |
Portfolio Analytics
Avg Market Cap
$176.8B
Median Market Cap
$17.5B
Avg P/E
31.3
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
272
# ETFs / Funds
42
Top Holdings (314 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | 12.50% | 693,952 | $84M | $120.74 | $595K | -61,795 | -8.2% | |
| 2 | IVV | 7.37% | 79,982 | $49M | $617.46 | $5M | +465 | +0.6% | |
| 3 | MBB | 6.83% | 489,413 | $46M | $93.53 | $231K | +3,763 | +0.8% | |
| 4 | DGRW | 6.69% | 537,459 | $45M | $83.45 | $2M | +7,157 | +1.4% | |
| 5 | GSIE | 6.07% | 1,027,678 | $41M | $39.57 | $6M | +68,754 | +7.2% | |
| 6 | IEI | 5.25% | 295,867 | $35M | $118.86 | $113K | -857 | -0.3% | |
| 7 | IAU | 4.43% | 482,099 | $30M | $61.65 | -$423K | -29,268 | -5.7% | |
| 8 | NVDA | 3.52% | 149,456 | $24M | $157.77 | $8M | +5,750 | +4.0% | |
| 9 | IBHE | 3.37% | 970,073 | $23M | $23.25 | $2M | +66,764 | +7.4% | |
| 10 | IBKR | 1.20% | 148,163 | $8M | $54.16 | $2M | +111,285 | +301.8% | |
| 11 | MSFT | 1.02% | 13,792 | $7M | $496.08 | $2M | +352 | +2.6% | |
| 12 | ALLY | 0.97% | 167,083 | $7M | $38.91 | $432K | +644 | +0.4% | |
| 13 | UPWK | 0.79% | 389,237 | $5M | $13.61 | $257K | +2,971 | +0.8% | |
| 14 | EWJ | 0.70% | 62,679 | $5M | $75.27 | -$1M | -20,788 | -24.9% | |
| 15 | RSP | 0.70% | 26,034 | $5M | $181.03 | -$85K | -1,666 | -6.0% | |
| 16 | VIG | 0.65% | 21,335 | $4M | $203.89 | $211K | — | — | |
| 17 | XLC | 0.63% | 38,960 | $4M | $107.67 | $443K | +56 | +0.1% | |
| 18 | META | 0.62% | 5,679 | $4M | $734.46 | $888K | -18 | -0.3% | |
| 19 | IEFA | 0.61% | 49,166 | $4M | $83.31 | $377K | — | — | |
| 20 | AMZN | 0.61% | 18,379 | $4M | $222.59 | $1M | +2,384 | +14.9% | |
| 21 | XLP | 0.58% | 48,545 | $4M | $80.54 | -$2K | +647 | +1.4% | |
| 22 | OSCR | 0.58% | 190,539 | $4M | $20.49 | $1M | +2,186 | +1.2% | |
| 23 | XLY | 0.56% | 17,292 | $4M | $218.60 | $418K | +266 | +1.6% | |
| 24 | SPY | 0.52% | 5,700 | $4M | $614.91 | $316K | — | — | |
| 25 | PGR | 0.52% | 13,263 | $4M | $264.27 | -$299K | -177 | -1.3% | |
| 26 | GOOG | 0.52% | 19,654 | $4M | $178.28 | $537K | +664 | +3.5% | |
| 27 | IBHF | 0.52% | 149,642 | $3M | $23.22 | -$1M | -63,125 | -29.7% | |
| 28 | XLB | 0.49% | 37,382 | $3M | $87.90 | $131K | +682 | +1.9% | |
| 29 | EME | 0.49% | 6,126 | $3M | $530.69 | $1M | +200 | +3.4% | |
| 30 | TSM | 0.46% | 13,595 | $3M | $228.39 | $1M | +1,236 | +10.0% | |
| 31 | STLA | 0.42% | 276,938 | $3M | $10.18 | -$230K | +4,987 | +1.8% | |
| 32 | GE | 0.41% | 10,756 | $3M | $255.49 | $571K | -122 | -1.1% | |
| 33 | SHY | 0.41% | 32,899 | $3M | $82.83 | $861K | +10,366 | +46.0% | |
| 34 | EFV | 0.37% | 39,549 | $3M | $63.49 | -$495K | -11,449 | -22.4% | |
| 35 | SPGI | 0.37% | 4,728 | $2M | $518.82 | $32K | -36 | -0.8% | |
| 36 | CRH.L | 0.37% | 26,758 | $2M | $91.52 | $117K | +251 | +0.9% | |
| 37 | ACGL | 0.33% | 24,307 | $2M | $90.43 | -$235K | -991 | -3.9% | |
| 38 | TSLA | 0.32% | 6,658 | $2M | $320.07 | $145K | -1,006 | -13.1% | |
| 39 | AAPL | 0.32% | 10,545 | $2M | $201.04 | -$10K | +956 | +10.0% | |
| 40 | V | 0.32% | 6,047 | $2M | $349.93 | $11K | +42 | +0.7% | |
| 41 | XMHQ | 0.31% | 20,904 | $2M | $98.45 | $248K | +1,128 | +5.7% | |
| 42 | EFA | 0.30% | 22,553 | $2M | $89.35 | $172K | — | — | |
| 43 | ULCC | 0.30% | 556,259 | $2M | $3.61 | -$325K | +18,544 | +3.5% | |
| 44 | LIN | 0.30% | 4,331 | $2M | $463.87 | -$87K | -171 | -3.8% | |
| 45 | XLK | 0.29% | 7,790 | $2M | $250.71 | $345K | — | — | |
| 46 | SSD | 0.28% | 11,942 | $2M | $157.09 | $55K | +351 | +3.0% | |
| 47 | IWF | 0.27% | 4,353 | $2M | $421.78 | $181K | -230 | -5.0% | |
| 48 | PRI | 0.27% | 6,758 | $2M | $268.57 | -$47K | +212 | +3.2% | |
| 49 | BABA | 0.27% | 15,802 | $2M | $113.97 | -$295K | -46 | -0.3% | |
| 50 | ATEK | 0.27% | 133,584 | $2M | $13.44 | -$51K | — | — | |
| 51 | DDOG | 0.27% | 13,500 | $2M | $132.07 | $444K | — | — | |
| 52 | CLVT | 0.26% | 396,566 | $2M | $4.31 | $214K | +16,227 | +4.3% | |
| 53 | GEHC | 0.25% | 22,855 | $2M | $74.34 | -$140K | +69 | +0.3% | |
| 54 | USFD | 0.24% | 20,601 | $2M | $77.28 | $276K | +501 | +2.5% | |
| 55 | FCN | 0.23% | 9,673 | $2M | $160.65 | $15K | +292 | +3.1% | |
| 56 | TFLO | 0.23% | 30,328 | $2M | $50.65 | -$2M | -32,908 | -52.0% | |
| 57 | POST | 0.23% | 14,104 | $2M | $108.76 | -$65K | +364 | +2.6% | |
| 58 | RNR | 0.23% | 6,277 | $2M | $241.52 | -$5K | -59 | -0.9% | |
| 59 | TJX | 0.22% | 12,153 | $2M | $123.43 | $4K | -126 | -1.0% | |
| 60 | SYY | 0.22% | 19,893 | $1M | $75.00 | — | +19,893 | — | NEW |
| 61 | FCNCA | 0.22% | 757 | $1M | $1,956.41 | $98K | +11 | +1.5% | |
| 62 | MCD | 0.22% | 5,021 | $1M | $291.58 | -$122K | -56 | -1.1% | |
| 63 | CRVL | 0.22% | 14,112 | $1M | $103.60 | -$83K | +314 | +2.3% | |
| 64 | BRK-A | 0.22% | 2 | $1M | $731,000.00 | -$135K | — | — | |
| 65 | UTI | 0.22% | 42,404 | $1M | $34.43 | $384K | +506 | +1.2% | |
| 66 | SAFRY | 0.21% | 17,871 | $1M | $80.07 | -$45K | -4,423 | -19.8% | |
| 67 | WTS | 0.21% | 5,700 | $1M | $245.96 | $265K | +126 | +2.3% | |
| 68 | AMG | 0.21% | 6,997 | $1M | $197.66 | $245K | +226 | +3.3% | |
| 69 | RACE | 0.20% | 2,775 | $1M | $491.17 | -$105K | -656 | -19.1% | |
| 70 | RTMVY | 0.20% | 62,562 | $1M | $21.53 | $255K | +876 | +1.4% | |
| 71 | GFF | 0.20% | 18,533 | $1M | $72.63 | $59K | +527 | +2.9% | |
| 72 | SE | 0.19% | 8,199 | $1M | $159.29 | -$142K | -2,894 | -26.1% | |
| 73 | AVGO | 0.19% | 4,781 | $1M | $270.65 | $668K | +1,040 | +27.8% | |
| 74 | GMFI | 0.19% | 113,334 | $1M | $11.41 | — | — | — | |
| 75 | VZ | 0.19% | 30,383 | $1M | $42.33 | -$101K | -184 | -0.6% | |
| 76 | MA | 0.19% | 2,318 | $1M | $552.20 | $49K | +73 | +3.2% | |
| 77 | USFR | 0.19% | 25,201 | $1M | $50.32 | -$2M | -34,314 | -57.7% | |
| 78 | TXN | 0.19% | 6,041 | $1M | $207.08 | $171K | +29 | +0.5% | |
| 79 | NKE | 0.19% | 17,287 | $1M | $72.02 | $187K | +618 | +3.7% | |
| 80 | GOLF | 0.19% | 16,956 | $1M | $73.31 | $110K | +450 | +2.7% | |
| 81 | NVO | 0.18% | 17,933 | $1M | $68.53 | $8K | +353 | +2.0% | |
| 82 | RBC | 0.18% | 3,189 | $1M | $381.31 | $209K | +60 | +1.9% | |
| 83 | PEP | 0.18% | 9,196 | $1M | $131.04 | -$134K | +269 | +3.0% | |
| 84 | ORCL | 0.18% | 5,659 | $1M | $210.28 | $394K | -33 | -0.6% | |
| 85 | LPLA | 0.18% | 3,257 | $1M | $365.06 | $150K | +80 | +2.5% | |
| 86 | FBTC | 0.18% | 12,500 | $1M | $94.00 | $455K | +2,500 | +25.0% | |
| 87 | FI | 0.17% | 6,797 | $1M | $172.28 | -$346K | -71 | -1.0% | |
| 88 | ASMIY | 0.17% | 1,821 | $1M | $634.82 | $334K | +16 | +0.9% | |
| 89 | IWD | 0.17% | 5,975 | $1M | $193.31 | $31K | — | — | |
| 90 | PAR | 0.17% | 16,915 | $1M | $68.16 | $149K | +548 | +3.4% | |
| 91 | GFL | 0.17% | 23,068 | $1M | $49.72 | $54K | +443 | +2.0% | |
| 92 | UNH | 0.17% | 3,695 | $1M | $309.07 | -$807K | -26 | -0.7% | |
| 93 | NOA | 0.17% | 70,692 | $1M | $16.11 | $55K | +2,040 | +3.0% | |
| 94 | SPOT | 0.17% | 1,468 | $1M | $772.48 | $71K | -464 | -24.0% | |
| 95 | MMC | 0.17% | 5,106 | $1M | $217.00 | -$152K | -59 | -1.1% | |
| 96 | ACN | 0.17% | 3,751 | $1M | $295.39 | -$49K | +43 | +1.2% | |
| 97 | LOMA | 0.16% | 97,120 | $1M | $11.27 | $29K | +111 | +0.1% | |
| 98 | GOOGL | 0.16% | 6,153 | $1M | $176.99 | $436K | +1,932 | +45.8% | |
| 99 | KO | 0.16% | 15,403 | $1M | $70.31 | -$135K | -1,597 | -9.4% | |
| 100 | GPGI | 0.16% | 76,429 | $1M | $14.16 | $278K | +2,498 | +3.4% |