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
$262M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.42M
3
+$216K
4
ADP icon
Automatic Data Processing
ADP
+$206K
5
CRM icon
Salesforce
CRM
+$204K

Top Sells

1
+$565K
2
+$314K
3
+$235K
4
EBAY icon
eBay
EBAY
+$205K
5
WHR icon
Whirlpool
WHR
+$199K

Sector Composition

1 Consumer Staples 21.58%
2 Healthcare 16.51%
3 Industrials 14.47%
4 Financials 12.05%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.66%
26,376
+10
27
$4.25M 1.62%
34,778
+35
28
$4.21M 1.6%
88,974
+305
29
$4.14M 1.58%
29,237
-15
30
$4.04M 1.54%
52,765
-15
31
$3.53M 1.35%
82,239
-803
32
$3.53M 1.35%
96,398
-6,413
33
$3.52M 1.34%
66,333
+26,770
34
$3.43M 1.31%
21,870
-5
35
$3.42M 1.31%
78,557
-135
36
$3.26M 1.24%
128,398
+1,355
37
$3.17M 1.21%
59,397
-2,875
38
$2.91M 1.11%
53,005
-275
39
$2.77M 1.06%
25,447
-335
40
$2.47M 0.94%
161,018
+9,690
41
$2.35M 0.9%
29,402
-50
42
$2.33M 0.89%
24,565
-953
43
$2.09M 0.8%
67,175
+920
44
$1.99M 0.76%
283,720
+2,640
45
$1.87M 0.71%
31,020
46
$1.81M 0.69%
+8,394
47
$1.68M 0.64%
18,261
+190
48
$1.65M 0.63%
27,310
-1,185
49
$1.55M 0.59%
26,060
+600
50
$1.42M 0.54%
40,047
-15
1
2
3 4