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
$248M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$235K
3
+$217K
4
NTAP icon
NetApp
NTAP
+$210K
5
D icon
Dominion Energy
D
+$192K

Top Sells

1
+$1.14M
2
+$329K
3
+$204K
4
JCI icon
Johnson Controls International
JCI
+$203K
5
BA icon
Boeing
BA
+$151K

Sector Composition

1 Consumer Staples 21.82%
2 Healthcare 15.61%
3 Industrials 14.29%
4 Financials 12.43%
5 Technology 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 1.72%
73,462
+928
27
$4.21M 1.7%
29,252
-140
28
$4.17M 1.68%
31,358
+515
29
$4.1M 1.66%
38,613
+225
30
$3.85M 1.55%
102,811
-195
31
$3.67M 1.48%
83,042
+1,620
32
$3.65M 1.47%
52,780
+95
33
$3.64M 1.47%
78,692
+240
34
$3.13M 1.26%
62,272
-590
35
$3.08M 1.24%
127,043
+1,271
36
$3.07M 1.24%
21,875
+875
37
$2.94M 1.19%
53,280
-185
38
$2.73M 1.1%
25,782
-155
39
$2.33M 0.94%
29,452
+175
40
$2.29M 0.92%
151,328
+200
41
$2.16M 0.87%
66,255
+900
42
$1.97M 0.8%
25,518
+285
43
$1.92M 0.78%
39,563
+2,207
44
$1.76M 0.71%
22,373
-835
45
$1.75M 0.71%
31,020
+1,080
46
$1.67M 0.67%
281,080
47
$1.62M 0.65%
28,495
+1,820
48
$1.6M 0.65%
18,071
-1,005
49
$1.42M 0.57%
25,460
50
$1.32M 0.53%
9,001
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