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
$247M
AUM Growth
-$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$838K
3
+$709K
4
DUK icon
Duke Energy
DUK
+$389K
5
HD icon
Home Depot
HD
+$317K

Top Sells

1
+$1.42M
2
+$223K
3
+$208K
4
WY icon
Weyerhaeuser
WY
+$207K
5
BA icon
Boeing
BA
+$103K

Sector Composition

1 Consumer Staples 22.12%
2 Healthcare 15.21%
3 Industrials 15.17%
4 Financials 12.36%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 1.63%
38,388
+455
27
$4.01M 1.63%
66,882
-590
28
$3.98M 1.61%
29,392
-435
29
$3.96M 1.61%
34,748
+635
30
$3.77M 1.53%
72,534
-41
31
$3.67M 1.49%
81,422
+575
32
$3.6M 1.46%
52,685
-110
33
$3.5M 1.42%
78,452
+3,170
34
$3.39M 1.37%
125,772
+797
35
$3.01M 1.22%
62,862
-429
36
$2.97M 1.2%
53,465
+580
37
$2.88M 1.17%
21,000
+498
38
$2.5M 1.01%
25,937
+185
39
$2.28M 0.92%
151,128
+6,725
40
$2.27M 0.92%
29,277
+5,025
41
$2.06M 0.84%
65,355
+8,455
42
$1.85M 0.75%
23,208
-1,187
43
$1.83M 0.74%
28,151
+278
44
$1.74M 0.71%
25,233
+670
45
$1.66M 0.67%
26,675
+1,124
46
$1.65M 0.67%
19,076
-2,415
47
$1.63M 0.66%
281,080
48
$1.55M 0.63%
29,940
-300
49
$1.5M 0.61%
12,096
+65
50
$1.38M 0.56%
9,001
+17
1
2
3 4