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
$215M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$229K
4
COF icon
Capital One
COF
+$222K
5
CI icon
Cigna
CI
+$222K

Top Sells

1
+$1.18M
2
+$495K
3
+$482K
4
JCI icon
Johnson Controls International
JCI
+$336K
5
BVA
CORDIA BANCORP INC COM
BVA
+$253K

Sector Composition

1 Consumer Staples 22.81%
2 Industrials 17.7%
3 Healthcare 15.24%
4 Financials 8.57%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.57%
29,181
+225
27
$3.24M 1.51%
48,678
+290
28
$3.23M 1.5%
35,871
+315
29
$3.14M 1.46%
27,039
+12
30
$3.1M 1.44%
82,039
-788
31
$3.03M 1.41%
58,323
+1,420
32
$3.03M 1.41%
70,921
-300
33
$3.01M 1.4%
61,454
34
$3.01M 1.4%
29,223
-55
35
$2.88M 1.34%
40,986
-505
36
$2.76M 1.29%
50,693
+910
37
$2.73M 1.27%
26,843
-60
38
$2.66M 1.24%
22,565
+275
39
$2.6M 1.21%
55,909
-7,215
40
$2.39M 1.11%
19,632
-140
41
$1.96M 0.91%
42,500
42
$1.95M 0.91%
113,245
+1,850
43
$1.93M 0.9%
27,389
+175
44
$1.9M 0.89%
24,700
45
$1.84M 0.86%
23,028
+335
46
$1.77M 0.83%
19,949
+645
47
$1.74M 0.81%
21,487
+130
48
$1.55M 0.72%
34,515
-615
49
$1.41M 0.66%
17,810
+1,790
50
$1.4M 0.65%
22,156
+445
1
2
3 4