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
$290M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$590K
3
+$447K
4
ABBV icon
AbbVie
ABBV
+$378K
5
MSFT icon
Microsoft
MSFT
+$263K

Top Sells

1
+$419K
2
+$209K
3
+$182K
4
DHR icon
Danaher
DHR
+$157K
5
RTX icon
RTX Corp
RTX
+$153K

Sector Composition

1 Consumer Staples 21.59%
2 Healthcare 16.01%
3 Industrials 13.16%
4 Financials 12.24%
5 Technology 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.6%
89,953
-595
27
$4.59M 1.58%
74,357
-865
28
$4.45M 1.53%
80,651
-1,390
29
$4.29M 1.48%
27,124
+433
30
$4.25M 1.47%
35,874
-358
31
$4.04M 1.39%
29,426
-417
32
$3.84M 1.32%
19,383
-200
33
$3.7M 1.27%
61,283
+1,260
34
$3.61M 1.24%
53,951
-810
35
$3.38M 1.16%
25,426
-235
36
$3.2M 1.1%
53,187
-300
37
$2.96M 1.02%
68,500
+737
38
$2.94M 1.01%
70,622
-1,185
39
$2.93M 1.01%
102,437
-4,289
40
$2.81M 0.97%
166,953
-1,800
41
$2.74M 0.94%
28,592
+50
42
$2.71M 0.93%
11,672
-130
43
$2.45M 0.84%
40,060
+1,140
44
$2.44M 0.84%
55,333
-500
45
$2.35M 0.81%
10,802
+655
46
$2.21M 0.76%
7,580
+205
47
$2.18M 0.75%
26,939
+7,286
48
$1.97M 0.68%
9,483
-135
49
$1.92M 0.66%
42,682
+345
50
$1.59M 0.55%
26,060
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