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
$227M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.2M
3
+$500K
4
DASTY
DASSAULT SYSTEMES SA ADR
DASTY
+$303K
5
CVX icon
Chevron
CVX
+$235K

Top Sells

1
+$2M
2
+$593K
3
+$528K
4
CMI icon
Cummins
CMI
+$311K
5
TGT icon
Target
TGT
+$255K

Sector Composition

1 Consumer Staples 24.54%
2 Industrials 17.47%
3 Healthcare 15.03%
4 Financials 10.26%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.58%
105,345
+1,355
27
$3.55M 1.56%
71,236
+761
28
$3.47M 1.53%
30,026
-145
29
$3.43M 1.51%
50,308
+1,271
30
$3.32M 1.47%
30,943
+2,186
31
$3.27M 1.44%
62,934
+1,255
32
$3.21M 1.41%
39,781
-450
33
$3.05M 1.35%
84,534
+3,195
34
$3.02M 1.33%
50,369
-249
35
$2.97M 1.31%
26,438
-190
36
$2.94M 1.3%
60,234
+411
37
$2.56M 1.13%
23,405
+420
38
$2.56M 1.13%
51,876
+546
39
$2.53M 1.12%
20,172
-45
40
$2.1M 0.93%
49,806
+251
41
$2.05M 0.91%
25,771
+1,400
42
$2.02M 0.89%
132,395
+14,850
43
$1.99M 0.88%
24,216
+176
44
$1.89M 0.83%
+53,275
45
$1.83M 0.81%
27,774
+820
46
$1.81M 0.8%
20,500
-125
47
$1.66M 0.73%
23,201
-85
48
$1.52M 0.67%
32,325
+1,520
49
$1.42M 0.63%
37,468
-530
50
$1.26M 0.56%
29,820
-220
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2
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