Asset Manager
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SkyView Investment Advisors, LLC
Market Value
$724M
-5.3%
Holdings
325
-7
New Purchases
18
Added To
127
Closed
37
Reduced
73
Top 10 Concentration
59.6%
Turnover
16.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IAU | 5.65% | 4.89% | +0.76% | $41M |
| IEI | 4.89% | 4.43% | +0.46% | $35M |
| GSIE | 6.13% | 5.67% | +0.46% | $44M |
| ARTCU | 0.41% | 0.00% | +0.41% | $3M |
| XLV | 0.32% | 0.00% | +0.32% | $2M |
| DGRW | 6.48% | 6.17% | +0.30% | $47M |
| JMTG | 6.89% | 6.60% | +0.29% | $50M |
| MBB | 6.60% | 6.33% | +0.27% | $48M |
| AZN | 0.19% | 0.00% | +0.19% | $1M |
| RDAG | 0.14% | 0.00% | +0.14% | $1M |
| EME | 0.63% | 0.49% | +0.13% | $5M |
| HELO | 0.85% | 0.74% | +0.11% | $6M |
| EWJ | 0.75% | 0.67% | +0.08% | $5M |
| FACTU | 0.07% | 0.00% | +0.07% | $534K |
| UTI | 0.21% | 0.14% | +0.07% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COMT | 0.09% | 1.53% | -1.44% | $676K |
| UPWK | 0.59% | 1.02% | -0.43% | $4M |
| JPST | 0.00% | 0.26% | -0.26% | $0 |
| GOOG | 0.49% | 0.73% | -0.24% | $4M |
| XLB | 0.25% | 0.48% | -0.24% | $2M |
| MSFT | 0.68% | 0.85% | -0.16% | $5M |
| GSLC | 11.16% | 11.28% | -0.13% | $81M |
| MU | 0.10% | 0.22% | -0.12% | $738K |
| STLA | 0.28% | 0.39% | -0.11% | $2M |
| RSP | 0.60% | 0.70% | -0.09% | $4M |
| GE | 0.31% | 0.40% | -0.09% | $2M |
| ALLY | 0.87% | 0.96% | -0.09% | $6M |
| TRUE | 0.00% | 0.08% | -0.08% | $0 |
| HI | 0.00% | 0.08% | -0.08% | $0 |
| BSJQ | 0.00% | 0.08% | -0.08% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $138M | 19.0% |
| Large Cap | 141 | $407M | 56.2% |
| Mid Cap | 53 | $143M | 19.7% |
| Small Cap | 39 | $29M | 4.0% |
| Micro Cap | 50 | $8M | 1.1% |
Portfolio Analytics
Avg Market Cap
$183.6B
Median Market Cap
$16.4B
Avg P/E
29.7
Median P/E
22.3
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
270
# ETFs / Funds
55
Top Holdings (325 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSLC | 11.16% | 645,766 | $81M | $125.12 | -$6M | -6,685 | -1.0% | |
| 2 | IVV | 7.05% | 78,205 | $51M | $653.21 | -$2M | +18 | +0.0% | |
| 3 | JMTG | 6.89% | 978,758 | $50M | $50.99 | -$568K | -9,839 | -1.0% | |
| 4 | MBB | 6.60% | 503,661 | $48M | $94.94 | -$631K | -5,139 | -1.0% | |
| 5 | DGRW | 6.48% | 533,930 | $47M | $87.84 | -$307K | +6,070 | +1.1% | |
| 6 | GSIE | 6.13% | 1,028,776 | $44M | $43.13 | $1M | +20,703 | +2.0% | |
| 7 | IAU | 5.65% | 464,273 | $41M | $88.14 | $3M | +2,820 | +0.6% | |
| 8 | IEI | 4.89% | 290,122 | $35M | $122.01 | $2M | +6,318 | +2.2% | |
| 9 | NVDA | 3.59% | 149,166 | $26M | $174.40 | -$2M | +351 | +0.2% | |
| 10 | IBKR | 1.17% | 126,074 | $8M | $67.07 | -$676K | -15,925 | -11.2% | |
| 11 | SPY | 1.00% | 11,115 | $7M | $650.38 | -$351K | — | — | |
| 12 | ALLY | 0.87% | 160,901 | $6M | $39.24 | -$1M | -962 | -0.6% | |
| 13 | HELO | 0.85% | 96,624 | $6M | $63.91 | $509K | +11,336 | +13.3% | |
| 14 | EWJ | 0.75% | 64,340 | $5M | $84.44 | $326K | +1,116 | +1.8% | |
| 15 | MSFT | 0.68% | 13,374 | $5M | $370.35 | -$2M | — | — | |
| 16 | EME | 0.63% | 5,162 | $5M | $879.89 | $774K | -997 | -16.2% | |
| 17 | IEFA | 0.61% | 49,185 | $4M | $90.54 | $54K | +14 | +0.0% | |
| 18 | VIG | 0.61% | 20,472 | $4M | $215.07 | -$96K | — | — | |
| 19 | RSP | 0.60% | 22,825 | $4M | $191.94 | -$949K | -5,000 | -18.0% | |
| 20 | XLP | 0.60% | 53,175 | $4M | $81.97 | $284K | +721 | +1.4% | |
| 21 | XLC | 0.59% | 38,701 | $4M | $110.85 | -$477K | -1,794 | -4.4% | |
| 22 | UPWK | 0.59% | 389,205 | $4M | $10.97 | -$4M | -3,259 | -0.8% | |
| 23 | XLY | 0.56% | 36,899 | $4M | $108.97 | -$305K | +670 | +1.9% | |
| 24 | TSM | 0.53% | 11,402 | $4M | $337.92 | -$54K | -1,454 | -11.3% | |
| 25 | GOOG | 0.49% | 12,397 | $4M | $286.84 | -$2M | -5,503 | -30.7% | |
| 26 | CP | 0.49% | 44,678 | $4M | $78.67 | $159K | -897 | -2.0% | |
| 27 | AMZN | 0.48% | 16,829 | $4M | $208.33 | -$487K | -469 | -2.7% | |
| 28 | TSLA | 0.45% | 8,689 | $3M | $371.73 | -$670K | +18 | +0.2% | |
| 29 | META | 0.43% | 5,458 | $3M | $572.19 | -$474K | +9 | +0.2% | |
| 30 | EFV | 0.42% | 40,645 | $3M | $74.35 | $158K | +544 | +1.4% | |
| 31 | ARTCU | 0.41% | 300,000 | $3M | $9.91 | — | +300,000 | — | NEW |
| 32 | AAPL | 0.37% | 10,488 | $3M | $253.81 | -$166K | +84 | +0.8% | |
| 33 | PGR | 0.36% | 13,244 | $3M | $198.35 | -$293K | +421 | +3.3% | |
| 34 | XRPN | 0.36% | 250,000 | $3M | $10.31 | $18K | — | — | |
| 35 | ACGL | 0.32% | 24,028 | $2M | $96.01 | -$2K | -42 | -0.2% | |
| 36 | OSCR | 0.32% | 200,028 | $2M | $11.47 | -$583K | -240 | -0.1% | |
| 37 | XLV | 0.32% | 15,613 | $2M | $146.61 | — | +15,613 | — | NEW |
| 38 | GE | 0.31% | 7,981 | $2M | $283.80 | -$796K | -1,955 | -19.7% | |
| 39 | XMHQ | 0.31% | 21,623 | $2M | $103.36 | $6K | -136 | -0.6% | |
| 40 | EFA | 0.30% | 22,553 | $2M | $97.15 | $25K | — | — | |
| 41 | SSD | 0.30% | 12,665 | $2M | $171.65 | $193K | +397 | +3.2% | |
| 42 | DIA | 0.29% | 4,598 | $2M | $463.24 | -$80K | — | — | |
| 43 | LIN | 0.29% | 4,203 | $2M | $495.84 | $263K | -67 | -1.6% | |
| 44 | XLK | 0.29% | 15,580 | $2M | $132.93 | -$172K | — | — | |
| 45 | IBHF | 0.28% | 88,771 | $2M | $22.95 | -$126K | -4,946 | -5.3% | |
| 46 | STLA | 0.28% | 283,105 | $2M | $7.17 | -$955K | +8,992 | +3.3% | |
| 47 | ULCC | 0.27% | 551,415 | $2M | $3.55 | -$633K | +1,932 | +0.3% | |
| 48 | USFD | 0.27% | 21,181 | $2M | $92.21 | $389K | +411 | +2.0% | |
| 49 | SPGI | 0.27% | 4,568 | $2M | $425.57 | -$429K | +27 | +0.6% | |
| 50 | AMG | 0.27% | 7,015 | $2M | $276.69 | -$74K | +25 | +0.4% | |
| 51 | FCN | 0.25% | 10,272 | $2M | $176.79 | $95K | +198 | +2.0% | |
| 52 | PRI | 0.25% | 7,199 | $2M | $250.45 | $9K | +257 | +3.7% | |
| 53 | GOOGL | 0.25% | 6,263 | $2M | $287.56 | -$146K | +42 | +0.7% | |
| 54 | XLB | 0.25% | 35,525 | $2M | $49.96 | -$2M | -45,994 | -56.4% | |
| 55 | RNR | 0.24% | 5,885 | $2M | $297.37 | $59K | -131 | -2.2% | |
| 56 | RBC | 0.24% | 3,188 | $2M | $542.97 | $302K | +1 | +0.0% | |
| 57 | V | 0.24% | 5,713 | $2M | $302.29 | -$276K | +3 | +0.1% | |
| 58 | IWF | 0.23% | 3,974 | $2M | $426.52 | -$186K | — | — | |
| 59 | WTS | 0.23% | 5,743 | $2M | $290.27 | $98K | +59 | +1.0% | |
| 60 | GOLF | 0.22% | 17,357 | $2M | $93.45 | $257K | +256 | +1.5% | |
| 61 | TJX | 0.22% | 9,827 | $2M | $159.76 | -$199K | -1,692 | -14.7% | |
| 62 | GEHC | 0.22% | 21,912 | $2M | $71.19 | -$249K | -147 | -0.7% | |
| 63 | UTI | 0.21% | 42,870 | $2M | $36.11 | $444K | +619 | +1.5% | |
| 64 | ASML | 0.21% | 1,147 | $2M | $1,320.84 | $292K | +4 | +0.3% | |
| 65 | VZ | 0.20% | 29,410 | $1M | $50.22 | $400K | +2,958 | +11.2% | |
| 66 | SAFRY | 0.20% | 17,858 | $1M | $82.04 | -$77K | +147 | +0.8% | |
| 67 | PEP | 0.20% | 9,377 | $1M | $155.38 | $104K | -51 | -0.5% | |
| 68 | POST | 0.20% | 14,658 | $1M | $98.85 | $16K | +193 | +1.3% | |
| 69 | MCD | 0.20% | 4,630 | $1M | $311.02 | -$28K | -173 | -3.6% | |
| 70 | BRK-A | 0.20% | 2 | $1M | $718,000.00 | -$74K | — | — | |
| 71 | AZN | 0.19% | 7,141 | $1M | $197.17 | — | +7,141 | — | NEW |
| 72 | GFF | 0.19% | 19,350 | $1M | $72.66 | $14K | +455 | +2.4% | |
| 73 | SYY | 0.19% | 19,447 | $1M | $71.37 | -$56K | -154 | -0.8% | |
| 74 | FCNCA | 0.19% | 734 | $1M | $1,884.20 | -$192K | — | — | |
| 75 | ASMIY | 0.19% | 1,821 | $1M | $753.98 | $276K | +3 | +0.2% | |
| 76 | GPGI | 0.18% | 77,843 | $1M | $17.10 | -$155K | +786 | +1.0% | |
| 77 | IWD | 0.18% | 5,975 | $1M | $213.72 | $20K | — | — | |
| 78 | PFE | 0.17% | 44,796 | $1M | $28.08 | $119K | -956 | -2.1% | |
| 79 | RTO | 0.17% | 39,799 | $1M | $31.48 | $75K | -196 | -0.5% | |
| 80 | TTC | 0.17% | 13,358 | $1M | $93.43 | $201K | +52 | +0.4% | |
| 81 | CHRW | 0.17% | 7,498 | $1M | $166.04 | $38K | -12 | -0.2% | |
| 82 | BABA | 0.17% | 9,762 | $1M | $125.49 | -$618K | -2,811 | -22.4% | |
| 83 | CVCO | 0.16% | 2,450 | $1M | $484.49 | -$230K | +51 | +2.1% | |
| 84 | MDY | 0.16% | 1,850 | $1M | $616.76 | $25K | — | — | |
| 85 | IBTH | 0.15% | 50,000 | $1M | $22.44 | -$2K | — | — | |
| 86 | GGG | 0.15% | 13,157 | $1M | $84.67 | $69K | +409 | +3.2% | |
| 87 | TXN | 0.15% | 5,722 | $1M | $194.16 | -$48K | -959 | -14.3% | |
| 88 | MA | 0.15% | 2,201 | $1M | $499.77 | -$148K | +15 | +0.7% | |
| 89 | CLVT | 0.15% | 434,364 | $1M | $2.53 | -$283K | +20,636 | +5.0% | |
| 90 | ROST | 0.15% | 5,052 | $1M | $216.75 | $95K | -501 | -9.0% | |
| 91 | PHIN | 0.15% | 15,856 | $1M | $68.43 | $98K | +112 | +0.7% | |
| 92 | KO | 0.15% | 14,233 | $1M | $76.09 | $53K | -502 | -3.4% | |
| 93 | DE | 0.15% | 1,910 | $1M | $563.35 | $167K | -42 | -2.1% | |
| 94 | LOMA | 0.14% | 94,507 | $1M | $11.09 | -$172K | +337 | +0.4% | |
| 95 | CMI | 0.14% | 1,929 | $1M | $538.10 | -$208K | -512 | -21.0% | |
| 96 | LSTR | 0.14% | 6,465 | $1M | $160.25 | $118K | +77 | +1.2% | |
| 97 | RDAG | 0.14% | 100,000 | $1M | $10.23 | — | +100,000 | — | NEW |
| 98 | SLV | 0.14% | 15,000 | $1M | $68.13 | $56K | — | — | |
| 99 | LPLA | 0.14% | 3,384 | $1M | $300.83 | -$155K | +99 | +3.0% | |
| 100 | NOA | 0.14% | 75,032 | $1M | $13.47 | -$47K | +1,416 | +1.9% |