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
+$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.38M
3
+$1.04M
4
KMB icon
Kimberly-Clark
KMB
+$397K
5
WFC icon
Wells Fargo
WFC
+$311K

Top Sells

1
+$1.96M
2
+$1.55M
3
+$913K
4
CVS icon
CVS Health
CVS
+$543K
5
JCI icon
Johnson Controls International
JCI
+$262K

Sector Composition

1 Consumer Staples 23.87%
2 Industrials 17.64%
3 Healthcare 14.54%
4 Financials 10.49%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 1.61%
70,475
+165
27
$3.47M 1.61%
30,224
+270
28
$3.42M 1.58%
61,679
+225
29
$3.38M 1.57%
28,757
-466
30
$3.29M 1.53%
103,990
+1,585
31
$3.19M 1.48%
59,823
+1,500
32
$3.14M 1.46%
30,171
+990
33
$2.95M 1.37%
81,339
-700
34
$2.94M 1.36%
40,231
-755
35
$2.82M 1.31%
50,618
-75
36
$2.75M 1.28%
26,628
-215
37
$2.54M 1.18%
22,985
+420
38
$2.37M 1.1%
20,217
+585
39
$2.09M 0.97%
+51,330
40
$2.04M 0.95%
49,555
-6,354
41
$2M 0.93%
48,693
-22,228
42
$1.87M 0.87%
24,040
+1,012
43
$1.85M 0.86%
26,954
-435
44
$1.84M 0.86%
24,371
-329
45
$1.82M 0.84%
117,545
+4,300
46
$1.61M 0.75%
20,625
-862
47
$1.57M 0.73%
23,286
+1,130
48
$1.38M 0.64%
+30,805
49
$1.28M 0.6%
28,635
-681
50
$1.19M 0.55%
30,040
-120
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