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
$168M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$732K
3
+$627K
4
QCOM icon
Qualcomm
QCOM
+$154K
5
WPP icon
WPP
WPP
+$114K

Top Sells

1
+$1.29M
2
+$1.13M
3
+$1.03M
4
JNJ icon
Johnson & Johnson
JNJ
+$936K
5
RTX icon
RTX Corp
RTX
+$919K

Sector Composition

1 Consumer Staples 21.29%
2 Industrials 17.14%
3 Healthcare 12.62%
4 Energy 10.99%
5 Financials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.64%
30,915
-3,005
27
$2.75M 1.63%
21,585
-1,988
28
$2.75M 1.63%
102,768
-5,572
29
$2.72M 1.62%
65,285
-8,650
30
$2.69M 1.6%
59,196
-10,443
31
$2.51M 1.49%
81,134
-11,828
32
$2.5M 1.49%
58,878
-16,494
33
$2.48M 1.48%
31,375
+1,945
34
$2.37M 1.41%
48,096
-1,745
35
$2.34M 1.39%
13,509
-1,379
36
$2.18M 1.3%
44,537
+14,953
37
$2.13M 1.27%
24,891
-7,014
38
$1.99M 1.18%
48,558
-6,718
39
$1.96M 1.16%
17,952
+1,047
40
$1.92M 1.14%
40,186
-3,600
41
$1.92M 1.14%
51,255
-8,527
42
$1.77M 1.05%
12,015
-458
43
$1.67M 0.99%
85,754
-968
44
$1.67M 0.99%
+22,725
45
$1.66M 0.99%
24,005
-341
46
$1.64M 0.98%
12,427
-654
47
$1.27M 0.75%
29,020
-2,430
48
$1.23M 0.73%
80,500
-7,470
49
$1.17M 0.7%
16,120
-120
50
$1.14M 0.68%
13,830
-3,584
1
2
3