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
$244M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$305K
3
+$287K
4
EBAY icon
eBay
EBAY
+$208K
5
USB icon
US Bancorp
USB
+$206K

Top Sells

1
+$1.28M
2
+$104K
3
+$64.9K
4
BDX icon
Becton Dickinson
BDX
+$31.4K
5
MSFT icon
Microsoft
MSFT
+$22.3K

Sector Composition

1 Consumer Staples 23.72%
2 Industrials 16.69%
3 Healthcare 14.95%
4 Financials 11.13%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.62%
30,007
+205
27
$3.96M 1.62%
33,673
+386
28
$3.92M 1.61%
33,844
+639
29
$3.71M 1.52%
26,270
-70
30
$3.65M 1.5%
67,746
+485
31
$3.65M 1.5%
123,388
+3,937
32
$3.64M 1.49%
73,997
+2,081
33
$3.54M 1.45%
39,496
-110
34
$3.3M 1.35%
86,613
+356
35
$3.28M 1.34%
52,160
+426
36
$3.07M 1.26%
62,090
+651
37
$3.02M 1.24%
52,075
+201
38
$2.63M 1.08%
20,467
+330
39
$2.42M 0.99%
56,600
+23,685
40
$2.39M 0.98%
25,612
-49
41
$2.31M 0.95%
24,931
+744
42
$2.27M 0.93%
143,729
+524
43
$2.06M 0.85%
54,450
-85
44
$2.03M 0.83%
24,187
+1
45
$1.8M 0.74%
21,735
+365
46
$1.69M 0.69%
26,619
-330
47
$1.67M 0.68%
28,169
48
$1.55M 0.64%
24,486
+1,100
49
$1.51M 0.62%
8,190
+573
50
$1.47M 0.6%
30,220
+400
1
2
3 4