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
$291M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.49M
3
+$682K
4
VZ icon
Verizon
VZ
+$338K
5
SYY icon
Sysco
SYY
+$327K

Top Sells

1
+$1.89M
2
+$931K
3
+$634K
4
MMM icon
3M
MMM
+$91.2K
5
UPS icon
United Parcel Service
UPS
+$83.1K

Sector Composition

1 Consumer Staples 19.87%
2 Healthcare 17.88%
3 Technology 14.33%
4 Industrials 11.87%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.35%
75,862
+1,150
27
$3.91M 1.34%
70,846
+6,131
28
$3.87M 1.33%
28,767
-75
29
$3.75M 1.29%
35,602
30
$3.7M 1.27%
28,397
-699
31
$3.66M 1.26%
59,424
-30,634
32
$3.66M 1.26%
40,973
+1,736
33
$3.41M 1.17%
25,406
+275
34
$3.31M 1.14%
53,305
-190
35
$3.2M 1.1%
45,160
+560
36
$3.05M 1.05%
10,340
-70
37
$3M 1.03%
54,732
+60
38
$2.98M 1.03%
11,910
-45
39
$2.94M 1.01%
8,107
+5
40
$2.83M 0.97%
27,246
+150
41
$2.83M 0.97%
49,891
-466
42
$2.82M 0.97%
+18,661
43
$2.77M 0.95%
20,120
+100
44
$2.73M 0.94%
287,200
45
$2.72M 0.94%
54,230
-12,622
46
$2.59M 0.89%
32,444
+490
47
$2.56M 0.88%
31,514
+585
48
$2.37M 0.82%
176,579
+1,071
49
$2.2M 0.76%
56,098
+875
50
$2.17M 0.75%
95,259
-1,390
1
2
3 4