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
$306M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$273K
3
+$249K
4
ADBE icon
Adobe
ADBE
+$206K
5
DUK icon
Duke Energy
DUK
+$188K

Top Sells

1
+$233K
2
+$231K
3
+$219K
4
RTX icon
RTX Corp
RTX
+$203K
5
COR icon
Cencora
COR
+$158K

Sector Composition

1 Consumer Staples 20.59%
2 Healthcare 16.58%
3 Industrials 13.63%
4 Financials 12.52%
5 Technology 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 1.54%
73,713
-644
27
$4.68M 1.53%
40,003
-159
28
$4.59M 1.5%
27,052
-72
29
$4.46M 1.46%
37,054
+1,180
30
$4.38M 1.43%
29,704
+278
31
$4.32M 1.42%
80,708
+57
32
$4.1M 1.34%
53,715
-236
33
$3.78M 1.24%
61,583
+300
34
$3.73M 1.22%
19,316
-67
35
$3.51M 1.15%
25,221
-205
36
$3.27M 1.07%
68,092
-2,530
37
$3.17M 1.04%
65,825
-2,675
38
$3.11M 1.02%
10,569
-233
39
$3.08M 1.01%
53,877
+690
40
$3.02M 0.99%
102,456
+19
41
$2.93M 0.96%
43,780
+3,720
42
$2.83M 0.93%
167,633
+680
43
$2.8M 0.92%
30,652
+2,060
44
$2.64M 0.86%
12,082
+410
45
$2.44M 0.8%
7,500
-80
46
$2.37M 0.77%
55,033
-300
47
$2.33M 0.76%
28,129
+1,190
48
$1.96M 0.64%
43,489
+807
49
$1.75M 0.57%
26,240
+180
50
$1.69M 0.55%
8,928
-555
1
2
3 4 5