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
$180M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$634K
3
+$453K
4
UN
Unilever NV New York Registry Shares
UN
+$405K
5
BLD icon
TopBuild
BLD
+$264K

Top Sells

1
+$2.67M
2
+$769K
3
+$678K
4
EBAY icon
eBay
EBAY
+$455K
5
MAS icon
Masco
MAS
+$350K

Sector Composition

1 Consumer Staples 22.62%
2 Industrials 18.04%
3 Healthcare 14.51%
4 Energy 9.27%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.59%
116,439
+3,449
27
$2.81M 1.56%
28,997
+1,440
28
$2.65M 1.48%
61,219
+1,177
29
$2.58M 1.43%
102,280
-13,887
30
$2.54M 1.41%
84,127
+560
31
$2.42M 1.35%
26,858
-250
32
$2.38M 1.32%
54,637
+1,750
33
$2.35M 1.31%
60,390
+290
34
$2.35M 1.31%
47,978
+8,268
35
$2.31M 1.28%
52,246
-270
36
$2.3M 1.28%
29,215
+770
37
$2.19M 1.22%
27,015
+230
38
$2.16M 1.2%
53,603
+120
39
$2.12M 1.18%
20,397
+1,184
40
$2.1M 1.17%
42,458
+1,255
41
$2.1M 1.17%
75,698
-345
42
$1.88M 1.04%
34,905
-130
43
$1.81M 1%
16,463
-195
44
$1.68M 0.94%
53,940
45
$1.64M 0.91%
100,520
+4,300
46
$1.58M 0.88%
16,650
+840
47
$1.57M 0.88%
44,524
-545
48
$1.52M 0.85%
15,751
+385
49
$1.48M 0.82%
30,801
-495
50
$1.47M 0.82%
46,975
-1,151
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