Asset Manager
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SkyView Investment Advisors, LLC
Market Value
$765M
-1.1%
Holdings
332
+3
New Purchases
28
Added To
67
Closed
25
Reduced
144
Top 10 Concentration
57.5%
Turnover
16.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COMT | 1.53% | 0.00% | +1.53% | $12M |
| HELO | 0.74% | 0.06% | +0.69% | $6M |
| IAU | 4.89% | 4.53% | +0.37% | $37M |
| XRPN | 0.33% | 0.00% | +0.33% | $3M |
| MBB | 6.33% | 6.05% | +0.28% | $48M |
| GSIE | 5.67% | 5.40% | +0.27% | $43M |
| JPST | 0.26% | 0.00% | +0.26% | $2M |
| BRK-A | 0.20% | 0.00% | +0.20% | $2M |
| IVV | 7.00% | 6.85% | +0.15% | $54M |
| GOOG | 0.73% | 0.60% | +0.13% | $6M |
| ALLY | 0.96% | 0.84% | +0.12% | $7M |
| DGRW | 6.17% | 6.09% | +0.08% | $47M |
| MU | 0.22% | 0.14% | +0.08% | $2M |
| RHLD | 0.13% | 0.05% | +0.07% | $989K |
| TOTB.DE | 0.07% | 0.00% | +0.07% | $554K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IBHE | 0.00% | 2.84% | -2.84% | $0 |
| PAAA | 0.00% | 0.26% | -0.26% | $0 |
| IBHF | 0.28% | 0.49% | -0.21% | $2M |
| SHY | 0.06% | 0.25% | -0.19% | $437K |
| BMNR | 0.11% | 0.27% | -0.16% | $869K |
| IEI | 4.43% | 4.58% | -0.15% | $34M |
| GSLC | 11.28% | 11.42% | -0.14% | $86M |
| CLOA | 0.07% | 0.20% | -0.13% | $517K |
| USFR | 0.04% | 0.17% | -0.13% | $299K |
| OSCR | 0.38% | 0.50% | -0.12% | $3M |
| BABA | 0.24% | 0.36% | -0.12% | $2M |
| IBKR | 1.19% | 1.30% | -0.10% | $9M |
| IBAC | 0.00% | 0.10% | -0.10% | $0 |
| FBTC | 0.06% | 0.15% | -0.09% | $457K |
| JMTG | 6.60% | 6.67% | -0.07% | $50M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 39 | $150M | 19.6% |
| Large Cap | 140 | $417M | 54.5% |
| Mid Cap | 54 | $146M | 19.0% |
| Small Cap | 42 | $46M | 6.1% |
| Micro Cap | 57 | $6M | 0.8% |
Portfolio Analytics
Avg Market Cap
$177.3B
Median Market Cap
$13.6B
Avg P/E
28.7
Median P/E
21.8
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
276
# ETFs / Funds
56
Top Holdings (332 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | 11.28% | 652,451 | $86M | $132.27 | -$2M | -25,474 | -3.8% | |
| 2 | IVV | 7.00% | 78,187 | $54M | $684.87 | $577K | -958 | -1.2% | |
| 3 | JMTG | 6.60% | 988,597 | $50M | $51.06 | -$1M | -23,457 | -2.3% | |
| 4 | MBB | 6.33% | 508,800 | $48M | $95.22 | $2M | +16,571 | +3.4% | |
| 5 | DGRW | 6.17% | 527,860 | $47M | $89.43 | $138K | -1,241 | -0.2% | |
| 6 | GSIE | 5.67% | 1,008,073 | $43M | $43.01 | $2M | -7,779 | -0.8% | |
| 7 | IAU | 4.89% | 461,453 | $37M | $81.11 | $2M | -19,659 | -4.1% | |
| 8 | IEI | 4.43% | 283,804 | $34M | $119.35 | -$2M | -12,363 | -4.2% | |
| 9 | NVDA | 3.63% | 148,815 | $28M | $186.50 | $135K | +786 | +0.5% | |
| 10 | COMT | 1.53% | 470,849 | $12M | $24.90 | — | +470,849 | — | NEW |
| 11 | IBKR | 1.19% | 141,999 | $9M | $64.31 | -$908K | -3,915 | -2.7% | |
| 12 | UPWK | 1.02% | 392,464 | $8M | $19.82 | $307K | -9,930 | -2.5% | |
| 13 | SPY | 0.99% | 11,115 | $8M | $681.96 | $159K | -24 | -0.2% | |
| 14 | ALLY | 0.96% | 161,863 | $7M | $45.29 | $839K | -3,746 | -2.3% | |
| 15 | MSFT | 0.85% | 13,374 | $6M | $483.62 | -$528K | -132 | -1.0% | |
| 16 | HELO | 0.74% | 85,288 | $6M | $66.43 | $5M | +78,680 | +1190.7% | |
| 17 | GOOG | 0.73% | 17,900 | $6M | $313.80 | $964K | -1,205 | -6.3% | |
| 18 | RSP | 0.70% | 27,825 | $5M | $191.55 | $52K | — | — | |
| 19 | EWJ | 0.67% | 63,224 | $5M | $80.78 | $20K | -201 | -0.3% | |
| 20 | XLC | 0.62% | 40,495 | $5M | $117.72 | $29K | +467 | +1.2% | |
| 21 | VIG | 0.59% | 20,472 | $4M | $219.76 | $81K | -154 | -0.8% | |
| 22 | IEFA | 0.58% | 49,171 | $4M | $89.46 | $106K | +5 | +0.0% | |
| 23 | XLY | 0.57% | 36,229 | $4M | $119.41 | $52K | +18,392 | +103.1% | |
| 24 | XLP | 0.53% | 52,454 | $4M | $77.69 | $148K | +2,344 | +4.7% | |
| 25 | AMZN | 0.52% | 17,298 | $4M | $230.84 | $44K | -689 | -3.8% | |
| 26 | TSM | 0.51% | 12,856 | $4M | $303.90 | $143K | -620 | -4.6% | |
| 27 | TSLA | 0.51% | 8,671 | $4M | $449.78 | $267K | +501 | +6.1% | |
| 28 | EME | 0.49% | 6,159 | $4M | $611.79 | -$256K | -37 | -0.6% | |
| 29 | XLB | 0.48% | 81,519 | $4M | $45.35 | $227K | +42,804 | +110.6% | |
| 30 | META | 0.47% | 5,449 | $4M | $660.12 | -$506K | -139 | -2.5% | |
| 31 | CP | 0.44% | 45,575 | $3M | $73.64 | -$86K | -633 | -1.4% | |
| 32 | GE | 0.40% | 9,936 | $3M | $308.07 | -$63K | -449 | -4.3% | |
| 33 | STLA | 0.39% | 274,113 | $3M | $10.89 | $393K | -3,353 | -1.2% | |
| 34 | PGR | 0.38% | 12,823 | $3M | $227.72 | -$309K | -254 | -1.9% | |
| 35 | OSCR | 0.38% | 200,268 | $3M | $14.37 | -$982K | -3,663 | -1.8% | |
| 36 | EFV | 0.37% | 40,101 | $3M | $71.42 | $157K | +196 | +0.5% | |
| 37 | AAPL | 0.37% | 10,404 | $3M | $271.82 | $128K | -201 | -1.9% | |
| 38 | ULCC | 0.34% | 549,483 | $3M | $4.71 | $145K | -3,873 | -0.7% | |
| 39 | XRPN | 0.33% | 250,000 | $3M | $10.24 | — | +250,000 | — | NEW |
| 40 | SPGI | 0.31% | 4,541 | $2M | $522.57 | $119K | -90 | -1.9% | |
| 41 | ACGL | 0.30% | 24,070 | $2M | $95.93 | $106K | -208 | -0.9% | |
| 42 | XLK | 0.29% | 15,580 | $2M | $143.97 | $47K | +7,790 | +100.0% | |
| 43 | XMHQ | 0.29% | 21,759 | $2M | $102.44 | $23K | +744 | +3.5% | |
| 44 | DIA | 0.29% | 4,598 | $2M | $480.64 | $78K | — | — | |
| 45 | EFA | 0.28% | 22,553 | $2M | $96.04 | $60K | — | — | |
| 46 | IBHF | 0.28% | 93,717 | $2M | $23.08 | -$2M | -69,841 | -42.7% | |
| 47 | AMG | 0.26% | 6,990 | $2M | $288.27 | $325K | -99 | -1.4% | |
| 48 | V | 0.26% | 5,710 | $2M | $350.79 | $15K | -114 | -2.0% | |
| 49 | JPST | 0.26% | 39,503 | $2M | $50.58 | — | +39,503 | — | NEW |
| 50 | SSD | 0.26% | 12,268 | $2M | $161.48 | -$61K | +77 | +0.6% | |
| 51 | GOOGL | 0.25% | 6,221 | $2M | $312.97 | $435K | — | — | |
| 52 | IWF | 0.25% | 3,974 | $2M | $473.33 | -$127K | -312 | -7.3% | |
| 53 | BABA | 0.24% | 12,573 | $2M | $146.58 | -$956K | -3,090 | -19.7% | |
| 54 | LIN | 0.24% | 4,270 | $2M | $426.46 | -$225K | -37 | -0.9% | |
| 55 | GEHC | 0.24% | 22,059 | $2M | $82.01 | $113K | -526 | -2.3% | |
| 56 | PRI | 0.23% | 6,942 | $2M | $258.43 | -$120K | +46 | +0.7% | |
| 57 | TJX | 0.23% | 11,519 | $2M | $153.57 | $43K | -422 | -3.5% | |
| 58 | FCN | 0.23% | 10,074 | $2M | $170.84 | $107K | +92 | +0.9% | |
| 59 | MU | 0.22% | 5,988 | $2M | $285.40 | $604K | -617 | -9.3% | |
| 60 | RNR | 0.22% | 6,016 | $2M | $281.08 | $118K | -179 | -2.9% | |
| 61 | FCNCA | 0.21% | 734 | $2M | $2,145.78 | $240K | -12 | -1.6% | |
| 62 | WTS | 0.21% | 5,684 | $2M | $276.04 | -$38K | -69 | -1.2% | |
| 63 | USFD | 0.20% | 20,770 | $2M | $75.30 | -$32K | -56 | -0.3% | |
| 64 | SAFRY | 0.20% | 17,711 | $2M | $87.06 | -$47K | -287 | -1.6% | |
| 65 | BRK-A | 0.20% | 2 | $2M | $755,000.00 | — | +2 | — | NEW |
| 66 | GPGI | 0.19% | 77,057 | $1M | $19.28 | -$132K | -646 | -0.8% | |
| 67 | MCD | 0.19% | 4,803 | $1M | $305.64 | -$35K | -144 | -2.9% | |
| 68 | SYY | 0.19% | 19,601 | $1M | $73.67 | -$188K | -220 | -1.1% | |
| 69 | POST | 0.19% | 14,465 | $1M | $99.07 | -$113K | +81 | +0.6% | |
| 70 | RBC | 0.19% | 3,187 | $1M | $448.38 | $172K | -34 | -1.1% | |
| 71 | AVGO | 0.19% | 4,127 | $1M | $346.01 | -$95K | -490 | -10.6% | |
| 72 | CVCO | 0.19% | 2,399 | $1M | $590.66 | $15K | -15 | -0.6% | |
| 73 | GFF | 0.18% | 18,895 | $1M | $73.67 | -$41K | +69 | +0.4% | |
| 74 | CLVT | 0.18% | 413,728 | $1M | $3.34 | -$180K | +5,830 | +1.4% | |
| 75 | GOLF | 0.18% | 17,101 | $1M | $79.82 | $16K | -86 | -0.5% | |
| 76 | PEP | 0.18% | 9,428 | $1M | $143.51 | $4K | -177 | -1.8% | |
| 77 | IWD | 0.16% | 5,975 | $1M | $210.38 | $41K | — | — | |
| 78 | MA | 0.16% | 2,186 | $1M | $570.91 | -$28K | -57 | -2.5% | |
| 79 | CMI | 0.16% | 2,441 | $1M | $510.45 | $178K | -87 | -3.4% | |
| 80 | ASML | 0.16% | 1,143 | $1M | $1,069.99 | $98K | -19 | -1.6% | |
| 81 | LOMA | 0.16% | 94,170 | $1M | $12.96 | $516K | -1,403 | -1.5% | |
| 82 | UNH | 0.16% | 3,667 | $1M | $330.24 | -$74K | -53 | -1.4% | |
| 83 | CHRW | 0.16% | 7,510 | $1M | $160.72 | $201K | -88 | -1.2% | |
| 84 | RTO | 0.15% | 39,995 | $1M | $29.45 | $165K | -135 | -0.3% | |
| 85 | LPLA | 0.15% | 3,285 | $1M | $357.08 | $77K | -9 | -0.3% | |
| 86 | ICLR | 0.15% | 6,375 | $1M | $182.27 | $41K | -28 | -0.4% | |
| 87 | TXN | 0.15% | 6,681 | $1M | $173.48 | $67K | +739 | +12.4% | |
| 88 | MC | 0.15% | 16,762 | $1M | $68.73 | -$32K | +155 | +0.9% | |
| 89 | BNY | 0.15% | 9,875 | $1M | $116.05 | $24K | -423 | -4.1% | |
| 90 | PFE | 0.15% | 45,752 | $1M | $24.90 | -$47K | -800 | -1.7% | |
| 91 | IBTH | 0.15% | 50,000 | $1M | $22.48 | -$2K | — | — | |
| 92 | DHR | 0.15% | 4,874 | $1M | $228.97 | $124K | -132 | -2.6% | |
| 93 | MDY | 0.15% | 1,850 | $1M | $603.24 | $13K | — | — | |
| 94 | UTI | 0.14% | 42,251 | $1M | $26.13 | -$283K | -357 | -0.8% | |
| 95 | ASMIY | 0.14% | 1,818 | $1M | $603.41 | -$9K | -22 | -1.2% | |
| 96 | VZ | 0.14% | 26,452 | $1M | $40.72 | -$286K | -34,558 | -56.6% | |
| 97 | NOA | 0.14% | 73,616 | $1M | $14.37 | $26K | +955 | +1.3% | |
| 98 | FLTR.L | 0.14% | 4,880 | $1M | $214.96 | -$215K | -97 | -1.9% | |
| 99 | TTC | 0.14% | 13,306 | $1M | $78.69 | $43K | +137 | +1.0% | |
| 100 | NU | 0.14% | 62,524 | $1M | $16.75 | $34K | -754 | -1.2% |