SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$816K
3
+$248K
4
SYY icon
Sysco
SYY
+$231K
5
WBS icon
Webster Financial
WBS
+$194K

Top Sells

1
+$793K
2
+$280K
3
+$94.5K
4
PM icon
Philip Morris
PM
+$81.1K
5
ITW icon
Illinois Tool Works
ITW
+$53K

Sector Composition

1 Consumer Staples 24.38%
2 Industrials 17.49%
3 Healthcare 15.09%
4 Financials 10.5%
5 Technology 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.59%
50,519
+211
27
$3.57M 1.51%
29,802
-224
28
$3.47M 1.47%
33,287
+2,344
29
$3.44M 1.46%
71,916
+680
30
$3.4M 1.44%
119,451
+1,161
31
$3.38M 1.43%
67,261
+4,327
32
$3.2M 1.35%
26,340
-98
33
$3.08M 1.31%
51,734
+1,365
34
$3.05M 1.29%
39,606
-175
35
$2.91M 1.23%
86,257
+1,723
36
$2.81M 1.19%
46,110
-2
37
$2.74M 1.16%
61,439
+1,205
38
$2.67M 1.13%
20,137
-35
39
$2.55M 1.08%
24,187
+782
40
$2.19M 0.93%
25,661
-110
41
$2.16M 0.91%
143,205
+10,810
42
$2.02M 0.86%
24,186
-30
43
$2.02M 0.85%
21,370
+870
44
$1.87M 0.79%
43,125
-6,681
45
$1.76M 0.75%
32,915
+590
46
$1.74M 0.74%
23,386
+185
47
$1.72M 0.73%
26,949
-825
48
$1.49M 0.63%
37,380
-88
49
$1.46M 0.62%
7,617
+599
50
$1.39M 0.59%
29,820
1
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