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
$248M
AUM Growth
-$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$699K
3
+$228K
4
D icon
Dominion Energy
D
+$202K
5
AMZN icon
Amazon
AMZN
+$199K

Top Sells

1
+$985K
2
+$589K
3
+$392K
4
BA icon
Boeing
BA
+$325K
5
AABA
Altaba Inc
AABA
+$294K

Sector Composition

1 Consumer Staples 21.32%
2 Healthcare 18.36%
3 Technology 12.41%
4 Industrials 11.68%
5 Financials 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 1.4%
64,715
+3,132
27
$3.41M 1.37%
35,602
-251
28
$3.32M 1.34%
29,096
-608
29
$3.25M 1.31%
32,550
-217
30
$3.12M 1.25%
68,315
+3,300
31
$3.06M 1.23%
25,131
-90
32
$3.05M 1.23%
19,572
+256
33
$2.84M 1.14%
39,237
+2,183
34
$2.8M 1.13%
27,096
+44
35
$2.77M 1.11%
54,672
+795
36
$2.6M 1.04%
10,410
-159
37
$2.59M 1.04%
44,600
+820
38
$2.58M 1.04%
31,954
+1,302
39
$2.55M 1.03%
53,495
-220
40
$2.33M 0.94%
50,357
+753
41
$2.31M 0.93%
66,852
-1,240
42
$2.3M 0.92%
8,102
+602
43
$2.23M 0.9%
30,929
+2,800
44
$2.23M 0.9%
11,955
-127
45
$2.18M 0.88%
55,223
+190
46
$2.13M 0.86%
96,649
-5,807
47
$2.04M 0.82%
175,508
+7,875
48
$1.95M 0.79%
20,020
+2,040
49
$1.89M 0.76%
287,200
+800
50
$1.56M 0.63%
9,387
+7,607
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