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
$363M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.95M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.68M
5
AAPL icon
Apple
AAPL
+$2.63M

Top Sells

1
+$1.16M
2
+$288K
3
+$273K
4
AWF
AllianceBernstein Global High Income Fund
AWF
+$208K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$108K

Sector Composition

1 Healthcare 19.83%
2 Consumer Staples 18.35%
3 Technology 14.96%
4 Industrials 12.02%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 1.31%
91,693
+3,191
27
$4.72M 1.3%
40,775
+22,683
28
$4.66M 1.28%
74,940
+640
29
$4.62M 1.27%
77,668
+6,822
30
$4.25M 1.17%
78,454
+2,592
31
$3.99M 1.1%
28,972
+205
32
$3.94M 1.09%
35,885
+283
33
$3.93M 1.08%
68,295
+8,871
34
$3.88M 1.07%
286,800
-400
35
$3.77M 1.04%
28,183
-214
36
$3.75M 1.03%
25,471
+65
37
$3.71M 1.02%
56,523
+3,218
38
$3.61M 0.99%
41,239
+24,960
39
$3.5M 0.96%
101,808
+6,351
40
$3.48M 0.96%
47,400
+21,160
41
$3.37M 0.93%
46,764
+5,791
42
$3.34M 0.92%
54,197
-535
43
$3.3M 0.91%
35,245
+19,775
44
$3.27M 0.9%
20,760
+640
45
$3.23M 0.89%
50,603
+712
46
$3.21M 0.88%
10,291
-49
47
$3.09M 0.85%
22,174
+3,513
48
$3M 0.82%
33,854
+1,410
49
$2.98M 0.82%
53,970
-260
50
$2.68M 0.74%
+12,575
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