Asset Manager
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SkyView Investment Advisors, LLC
Market Value
$773M
+13.7%
Holdings
329
+6
New Purchases
27
Added To
127
Closed
25
Reduced
86
Top 10 Concentration
58.0%
Turnover
15.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| JMTG | 6.67% | 0.00% | +6.67% | $52M |
| SPY | 0.96% | 0.52% | +0.44% | $7M |
| DIA | 0.28% | 0.00% | +0.28% | $2M |
| BMNR | 0.27% | 0.00% | +0.27% | $2M |
| PAAA | 0.26% | 0.00% | +0.26% | $2M |
| CLOA | 0.20% | 0.00% | +0.20% | $2M |
| UPWK | 0.97% | 0.78% | +0.19% | $7M |
| IAU | 4.53% | 4.37% | +0.16% | $35M |
| TSLA | 0.47% | 0.31% | +0.16% | $4M |
| IBTH | 0.15% | 0.00% | +0.15% | $1M |
| IBKR | 1.30% | 1.18% | +0.12% | $10M |
| NVDA | 3.57% | 3.47% | +0.10% | $28M |
| BABA | 0.36% | 0.26% | +0.10% | $3M |
| GOOG | 0.60% | 0.52% | +0.09% | $5M |
| ETHA | 0.08% | 0.00% | +0.08% | $614K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PMBS | 0.00% | 0.97% | -0.97% | $0 |
| GSLC | 11.42% | 12.32% | -0.90% | $88M |
| MBB | 6.05% | 6.73% | -0.68% | $47M |
| IEI | 4.58% | 5.17% | -0.60% | $35M |
| GSIE | 5.40% | 5.98% | -0.58% | $42M |
| DGRW | 6.09% | 6.60% | -0.51% | $47M |
| IBHE | 2.84% | 3.32% | -0.48% | $22M |
| IVV | 6.85% | 7.26% | -0.41% | $53M |
| ATEK | 0.00% | 0.26% | -0.26% | $0 |
| TFLO | 0.00% | 0.23% | -0.23% | $0 |
| BRK-A | 0.00% | 0.22% | -0.22% | $0 |
| GMFI | 0.00% | 0.19% | -0.19% | $0 |
| SHY | 0.25% | 0.40% | -0.15% | $2M |
| OKLO | 0.00% | 0.14% | -0.14% | $0 |
| DDOG | 0.13% | 0.26% | -0.13% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 39 | $147M | 19.1% |
| Large Cap | 137 | $423M | 54.7% |
| Mid Cap | 51 | $141M | 18.3% |
| Small Cap | 39 | $55M | 7.1% |
| Micro Cap | 63 | $7M | 0.9% |
Portfolio Analytics
Avg Market Cap
$175.9B
Median Market Cap
$13.2B
Avg P/E
27.1
Median P/E
21.4
Avg Dividend Yield
0.01%
Avg Beta
0.82
# Stocks
275
# ETFs / Funds
54
Top Holdings (329 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | 11.42% | 677,925 | $88M | $130.28 | $5M | -16,027 | -2.3% | |
| 2 | IVV | 6.85% | 79,145 | $53M | $669.29 | $4M | -837 | -1.1% | |
| 3 | JMTG | 6.67% | 1,012,054 | $52M | $50.95 | — | +1,012,054 | — | NEW |
| 4 | DGRW | 6.09% | 529,101 | $47M | $88.96 | $2M | -8,358 | -1.6% | |
| 5 | MBB | 6.05% | 492,229 | $47M | $95.05 | $1M | +2,816 | +0.6% | |
| 6 | GSIE | 5.40% | 1,015,852 | $42M | $41.11 | $1M | -11,826 | -1.1% | |
| 7 | IEI | 4.58% | 296,167 | $35M | $119.45 | $210K | +300 | +0.1% | |
| 8 | IAU | 4.53% | 481,112 | $35M | $72.77 | $5M | -987 | -0.2% | |
| 9 | NVDA | 3.57% | 148,029 | $28M | $186.58 | $4M | -1,427 | -0.9% | |
| 10 | IBHE | 2.84% | 945,683 | $22M | $23.22 | -$595K | -24,390 | -2.5% | |
| 11 | IBKR | 1.30% | 145,914 | $10M | $68.81 | $2M | -2,249 | -1.5% | |
| 12 | UPWK | 0.97% | 402,394 | $7M | $18.57 | $2M | +13,157 | +3.4% | |
| 13 | SPY | 0.96% | 11,139 | $7M | $666.22 | $4M | +5,439 | +95.4% | |
| 14 | MSFT | 0.90% | 13,506 | $7M | $517.99 | $154K | -286 | -2.1% | |
| 15 | ALLY | 0.84% | 165,609 | $6M | $39.20 | -$10K | -1,474 | -0.9% | |
| 16 | RSP | 0.68% | 27,825 | $5M | $189.69 | $565K | +1,791 | +6.9% | |
| 17 | EWJ | 0.66% | 63,425 | $5M | $80.20 | $369K | +746 | +1.2% | |
| 18 | XLC | 0.61% | 40,028 | $5M | $118.37 | $543K | +1,068 | +2.7% | |
| 19 | GOOG | 0.60% | 19,105 | $5M | $243.55 | $1M | -549 | -2.8% | |
| 20 | VIG | 0.57% | 20,626 | $4M | $214.20 | $68K | -709 | -3.3% | |
| 21 | IEFA | 0.56% | 49,166 | $4M | $87.32 | $197K | — | — | |
| 22 | XLY | 0.55% | 17,837 | $4M | $239.61 | $494K | +545 | +3.1% | |
| 23 | META | 0.53% | 5,588 | $4M | $734.25 | -$68K | -91 | -1.6% | |
| 24 | EME | 0.52% | 6,196 | $4M | $649.45 | $773K | +70 | +1.1% | |
| 25 | AMZN | 0.51% | 17,987 | $4M | $219.55 | -$142K | -392 | -2.1% | |
| 26 | XLP | 0.51% | 50,110 | $4M | $78.37 | $17K | +1,565 | +3.2% | |
| 27 | OSCR | 0.50% | 203,931 | $4M | $18.93 | -$44K | +13,392 | +7.0% | |
| 28 | IBHF | 0.49% | 163,558 | $4M | $23.39 | $352K | +13,916 | +9.3% | |
| 29 | TSM | 0.49% | 13,476 | $4M | $279.31 | $659K | -119 | -0.9% | |
| 30 | TSLA | 0.47% | 8,170 | $4M | $444.68 | $2M | +1,512 | +22.7% | |
| 31 | XLB | 0.45% | 38,715 | $3M | $89.63 | $184K | +1,333 | +3.6% | |
| 32 | CP | 0.45% | 46,208 | $3M | $74.49 | -$235K | -673 | -1.4% | |
| 33 | PGR | 0.42% | 13,077 | $3M | $246.92 | -$276K | -186 | -1.4% | |
| 34 | GE | 0.40% | 10,385 | $3M | $300.82 | $376K | -371 | -3.5% | |
| 35 | BABA | 0.36% | 15,663 | $3M | $178.70 | $998K | -139 | -0.9% | |
| 36 | EFV | 0.35% | 39,905 | $3M | $67.84 | $196K | +356 | +0.9% | |
| 37 | AAPL | 0.35% | 10,605 | $3M | $254.60 | $580K | +60 | +0.6% | |
| 38 | STLA | 0.34% | 277,466 | $3M | $9.34 | -$227K | +528 | +0.2% | |
| 39 | ULCC | 0.32% | 553,356 | $2M | $4.41 | $434K | -2,903 | -0.5% | |
| 40 | SPGI | 0.29% | 4,631 | $2M | $486.72 | -$199K | -97 | -2.0% | |
| 41 | XMHQ | 0.29% | 21,015 | $2M | $104.97 | $148K | +111 | +0.5% | |
| 42 | ACGL | 0.28% | 24,278 | $2M | $90.74 | $5K | -29 | -0.1% | |
| 43 | XLK | 0.28% | 7,790 | $2M | $281.90 | $243K | — | — | |
| 44 | DIA | 0.28% | 4,598 | $2M | $463.68 | — | +4,598 | — | NEW |
| 45 | EFA | 0.27% | 22,553 | $2M | $93.38 | $91K | — | — | |
| 46 | BMNR | 0.27% | 40,000 | $2M | $51.93 | — | +40,000 | — | NEW |
| 47 | LIN | 0.26% | 4,307 | $2M | $475.04 | $37K | -24 | -0.6% | |
| 48 | SSD | 0.26% | 12,191 | $2M | $167.50 | $166K | +249 | +2.1% | |
| 49 | IWF | 0.26% | 4,286 | $2M | $468.50 | $172K | -67 | -1.5% | |
| 50 | PAAA | 0.26% | 38,834 | $2M | $51.50 | — | +38,834 | — | NEW |
| 51 | V | 0.26% | 5,824 | $2M | $341.35 | -$128K | -223 | -3.7% | |
| 52 | SHY | 0.25% | 23,399 | $2M | $82.95 | -$784K | -9,500 | -28.9% | |
| 53 | PRI | 0.25% | 6,896 | $2M | $277.55 | $99K | +138 | +2.0% | |
| 54 | TJX | 0.22% | 11,941 | $2M | $144.54 | $226K | -212 | -1.7% | |
| 55 | GEHC | 0.22% | 22,585 | $2M | $75.09 | -$3K | -270 | -1.2% | |
| 56 | AMG | 0.22% | 7,089 | $2M | $238.40 | $307K | +92 | +1.3% | |
| 57 | SYY | 0.21% | 19,821 | $2M | $82.34 | $140K | -72 | -0.4% | |
| 58 | GPGI | 0.21% | 77,703 | $2M | $20.82 | $536K | +1,274 | +1.7% | |
| 59 | FCN | 0.21% | 9,982 | $2M | $161.69 | $60K | +309 | +3.2% | |
| 60 | WTS | 0.21% | 5,753 | $2M | $279.33 | $205K | +53 | +0.9% | |
| 61 | USFD | 0.21% | 20,826 | $2M | $76.63 | $4K | +225 | +1.1% | |
| 62 | SAFRY | 0.21% | 17,998 | $2M | $88.29 | $158K | +127 | +0.7% | |
| 63 | RNR | 0.20% | 6,195 | $2M | $253.91 | $57K | -82 | -1.3% | |
| 64 | CLVT | 0.20% | 407,898 | $2M | $3.83 | -$147K | +11,332 | +2.9% | |
| 65 | CLOA | 0.20% | 30,000 | $2M | $51.97 | — | +30,000 | — | NEW |
| 66 | ORCL | 0.20% | 5,513 | $2M | $281.15 | $360K | -146 | -2.6% | |
| 67 | POST | 0.20% | 14,384 | $2M | $107.48 | $12K | +280 | +2.0% | |
| 68 | AVGO | 0.20% | 4,617 | $2M | $329.87 | $229K | -164 | -3.4% | |
| 69 | GOOGL | 0.20% | 6,221 | $2M | $243.05 | $423K | +68 | +1.1% | |
| 70 | MCD | 0.19% | 4,947 | $2M | $303.82 | $39K | -74 | -1.5% | |
| 71 | SE | 0.19% | 8,255 | $1M | $178.68 | $169K | +56 | +0.7% | |
| 72 | GFF | 0.19% | 18,826 | $1M | $76.12 | $87K | +293 | +1.6% | |
| 73 | CVCO | 0.18% | 2,414 | $1M | $580.78 | $380K | +42 | +1.8% | |
| 74 | UTI | 0.18% | 42,608 | $1M | $32.55 | -$73K | +204 | +0.5% | |
| 75 | RACE | 0.18% | 2,812 | $1M | $485.06 | $1K | +37 | +1.3% | |
| 76 | VZ | 0.18% | 61,010 | $1M | $22.34 | $77K | +30,627 | +100.8% | |
| 77 | GOLF | 0.17% | 17,187 | $1M | $78.49 | $106K | +231 | +1.4% | |
| 78 | PEP | 0.17% | 9,605 | $1M | $140.45 | $144K | +409 | +4.5% | |
| 79 | FCNCA | 0.17% | 746 | $1M | $1,789.54 | -$146K | -11 | -1.4% | |
| 80 | USFR | 0.17% | 25,996 | $1M | $50.28 | $39K | +795 | +3.1% | |
| 81 | UNH | 0.17% | 3,720 | $1M | $345.43 | $143K | +25 | +0.7% | |
| 82 | MA | 0.17% | 2,243 | $1M | $568.88 | -$4K | -75 | -3.2% | |
| 83 | SLV | 0.16% | 30,000 | $1M | $42.37 | $287K | — | — | |
| 84 | FLTR.L | 0.16% | 4,977 | $1M | $253.97 | -$149K | -94 | -1.9% | |
| 85 | RBC | 0.16% | 3,221 | $1M | $390.25 | $41K | +32 | +1.0% | |
| 86 | IWD | 0.16% | 5,975 | $1M | $203.51 | $61K | — | — | |
| 87 | RTMVY | 0.15% | 62,944 | $1M | $18.99 | -$152K | +382 | +0.6% | |
| 88 | PFE | 0.15% | 46,552 | $1M | $25.48 | $148K | +3,655 | +8.5% | |
| 89 | MC | 0.15% | 16,607 | $1M | $71.30 | $162K | +375 | +2.3% | |
| 90 | NKE | 0.15% | 16,501 | $1M | $69.75 | -$94K | -786 | -4.5% | |
| 91 | FBTC | 0.15% | 11,500 | $1M | $99.83 | -$27K | -1,000 | -8.0% | |
| 92 | CRVL | 0.15% | 14,575 | $1M | $77.39 | -$334K | +463 | +3.3% | |
| 93 | IBTH | 0.15% | 50,000 | $1M | $22.52 | — | +50,000 | — | NEW |
| 94 | ASML | 0.15% | 1,162 | $1M | $968.16 | $210K | +12 | +1.0% | |
| 95 | BNY | 0.15% | 10,298 | $1M | $108.95 | $164K | -212 | -2.0% | |
| 96 | ICLR | 0.14% | 6,403 | $1M | $175.07 | $207K | +82 | +1.3% | |
| 97 | BBW | 0.14% | 17,156 | $1M | $65.22 | $204K | +91 | +0.5% | |
| 98 | GFL | 0.14% | 23,394 | $1M | $47.36 | -$39K | +326 | +1.4% | |
| 99 | ASMIY | 0.14% | 1,840 | $1M | $601.09 | -$50K | +19 | +1.0% | |
| 100 | MU | 0.14% | 6,605 | $1M | $167.30 | $263K | -141 | -2.1% |