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
$195M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.47M
3
+$1.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
MO icon
Altria Group
MO
+$911K

Top Sells

1
+$4.34M
2
+$2.1M
3
+$1.13M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
QCOM icon
Qualcomm
QCOM
+$975K

Sector Composition

1 Consumer Staples 23.09%
2 Industrials 17.38%
3 Healthcare 15.14%
4 Financials 8.68%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.59%
119,089
+2,650
27
$3.01M 1.55%
27,601
+480
28
$2.88M 1.48%
101,875
-405
29
$2.88M 1.48%
83,492
-635
30
$2.63M 1.35%
29,243
+28
31
$2.62M 1.35%
63,368
+2,149
32
$2.62M 1.34%
58,233
+4,630
33
$2.61M 1.34%
56,499
+1,862
34
$2.6M 1.34%
26,718
-140
35
$2.58M 1.32%
47,842
-136
36
$2.46M 1.26%
60,080
-310
37
$2.44M 1.26%
27,971
+956
38
$2.37M 1.22%
49,621
-2,625
39
$2.36M 1.21%
20,606
+209
40
$2.32M 1.19%
42,336
-122
41
$1.97M 1.01%
18,960
+2,310
42
$1.93M 0.99%
111,570
+11,050
43
$1.9M 0.98%
16,637
+174
44
$1.86M 0.95%
18,981
+3,230
45
$1.68M 0.86%
+70,348
46
$1.66M 0.85%
23,183
+19,200
47
$1.52M 0.78%
44,549
+25
48
$1.47M 0.76%
+24,310
49
$1.42M 0.73%
30,311
-490
50
$1.16M 0.6%
19,966
+15,645
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