SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.99M
3
+$4.56M
4
PG icon
Procter & Gamble
PG
+$4.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 21.96%
2 Industrials 18.47%
3 Healthcare 11.94%
4 Energy 11.07%
5 Financials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.58%
67,994
+51,594
27
$2.77M 1.57%
104,490
+82,019
28
$2.77M 1.57%
74,135
+53,640
29
$2.74M 1.55%
76,934
+57,201
30
$2.69M 1.52%
15,008
+11,503
31
$2.66M 1.51%
49,835
+38,098
32
$2.6M 1.47%
33,445
+25,919
33
$2.39M 1.35%
91,987
+65,539
34
$2.34M 1.32%
46,076
+33,114
35
$2.25M 1.27%
31,800
+22,957
36
$2.17M 1.23%
29,175
+25,759
37
$2.16M 1.22%
59,892
+48,602
38
$2.01M 1.14%
52,361
+41,231
39
$1.92M 1.09%
43,696
+31,960
40
$1.84M 1.04%
13,269
+9,567
41
$1.76M 1%
87,815
+66,455
42
$1.73M 0.98%
12,767
+10,592
43
$1.7M 0.97%
+26,700
44
$1.7M 0.96%
24,161
+18,606
45
$1.47M 0.83%
12,820
+10,000
46
$1.4M 0.79%
28,432
+21,662
47
$1.33M 0.76%
18,704
+14,279
48
$1.31M 0.74%
+87,970
49
$1.24M 0.7%
21,482
+15,143
50
$1.11M 0.63%
20,961
+15,921
1
2
3