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
$187M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$623K
2
+$342K
3
+$293K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$226K
5
AXP icon
American Express
AXP
+$160K

Top Sells

1
+$688K
2
+$498K
3
+$222K
4
SYK icon
Stryker
SYK
+$210K
5
WMT icon
Walmart
WMT
+$208K

Sector Composition

1 Consumer Staples 21.1%
2 Industrials 18.8%
3 Healthcare 13.81%
4 Energy 10.69%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.6%
28,445
-50
27
$2.92M 1.56%
51,626
+1,010
28
$2.92M 1.56%
26,384
+224
29
$2.81M 1.5%
69,219
+390
30
$2.73M 1.46%
110,663
+1,577
31
$2.73M 1.46%
116,127
+26,561
32
$2.54M 1.36%
81,327
-449
33
$2.48M 1.33%
53,583
-730
34
$2.48M 1.32%
52,094
+18
35
$2.45M 1.31%
50,349
+650
36
$2.42M 1.29%
34,950
+220
37
$2.38M 1.27%
41,676
-500
38
$2.35M 1.25%
27,158
+120
39
$2.32M 1.24%
26,755
+1,335
40
$2.29M 1.22%
60,570
+123
41
$2.2M 1.18%
19,328
-100
42
$2.19M 1.17%
43,246
+1,339
43
$1.98M 1.06%
45,069
-825
44
$1.96M 1.05%
31,426
-501
45
$1.91M 1.02%
16,658
+2,992
46
$1.8M 0.96%
15,835
-305
47
$1.69M 0.9%
40,510
+300
48
$1.46M 0.78%
93,670
+850
49
$1.33M 0.71%
8,861
-3,322
50
$1.31M 0.7%
12,147
+53
1
2
3 4