SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.78M
3
+$1.41M
4
PG icon
Procter & Gamble
PG
+$1.39M
5
RTX icon
RTX Corp
RTX
+$1.38M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 23.53%
2 Industrials 18.41%
3 Healthcare 11.97%
4 Energy 11.24%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$667K 1.72%
+15,339
27
$624K 1.61%
+12,962
28
$621K 1.6%
+3,505
29
$615K 1.59%
+8,843
30
$606K 1.56%
+26,448
31
$575K 1.48%
+11,737
32
$574K 1.48%
+22,471
33
$568K 1.46%
+8,776
34
$553K 1.43%
+4,554
35
$545K 1.41%
+7,526
36
$473K 1.22%
+11,736
37
$446K 1.15%
+3,702
38
$399K 1.03%
+21,360
39
$369K 0.95%
+11,130
40
$359K 0.93%
+11,290
41
$356K 0.92%
+6,339
42
$343K 0.88%
+5,555
43
$316K 0.81%
+6,770
44
$291K 0.75%
+4,425
45
$290K 0.75%
+2,820
46
$253K 0.65%
+2,829
47
$243K 0.63%
+2,175
48
$241K 0.62%
+13,344
49
$230K 0.59%
+3,416
50
$225K 0.58%
+5,040
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