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
$272M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$356K
3
+$342K
4
AAPL icon
Apple
AAPL
+$258K
5
SSNC icon
SS&C Technologies
SSNC
+$255K

Top Sells

1
+$294K
2
+$266K
3
+$239K
4
MAS icon
Masco
MAS
+$78.2K
5
GILD icon
Gilead Sciences
GILD
+$76.7K

Sector Composition

1 Consumer Staples 21.83%
2 Healthcare 15.83%
3 Industrials 13.63%
4 Financials 11.96%
5 Technology 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 1.62%
35,812
-50
27
$4.4M 1.62%
35,889
+764
28
$4.35M 1.6%
65,145
-167
29
$4.28M 1.57%
82,691
-13
30
$4.18M 1.53%
26,613
+175
31
$3.89M 1.43%
75,282
-750
32
$3.85M 1.41%
21,788
-25
33
$3.69M 1.36%
53,956
+160
34
$3.59M 1.32%
91,433
-1,990
35
$3.52M 1.29%
50,067
+496
36
$3.5M 1.28%
59,196
+220
37
$3.08M 1.13%
53,372
-255
38
$2.92M 1.07%
25,812
+310
39
$2.81M 1.03%
118,569
-235
40
$2.59M 0.95%
28,802
-365
41
$2.4M 0.88%
155,403
-190
42
$2.23M 0.82%
11,612
+491
43
$2.14M 0.79%
57,113
-889
44
$2.14M 0.79%
36,360
-80
45
$1.68M 0.62%
9,563
+843
46
$1.64M 0.6%
41,132
+1,595
47
$1.56M 0.57%
17,480
+680
48
$1.53M 0.56%
26,060
49
$1.5M 0.55%
19,543
+1,613
50
$1.43M 0.52%
17,946
+575
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