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
$394M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$714K
3
+$562K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$452K
5
BDX icon
Becton Dickinson
BDX
+$386K

Top Sells

1
+$911K
2
+$883K
3
+$686K
4
FTV icon
Fortive
FTV
+$579K
5
ABBV icon
AbbVie
ABBV
+$550K

Sector Composition

1 Healthcare 19.17%
2 Consumer Staples 17.73%
3 Technology 14.85%
4 Industrials 12.5%
5 Financials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 1.33%
35,220
-665
27
$5.14M 1.31%
71,935
+3,640
28
$5.13M 1.3%
87,231
+9,563
29
$4.92M 1.25%
18,512
+366
30
$4.8M 1.22%
78,212
-242
31
$4.76M 1.21%
80,893
-17
32
$4.66M 1.18%
55,223
+8,459
33
$4.6M 1.17%
28,947
-25
34
$4.52M 1.15%
56,236
-287
35
$4.49M 1.14%
90,053
-1,640
36
$4.23M 1.07%
48,300
+900
37
$4.14M 1.05%
28,313
+130
38
$3.98M 1.01%
22,559
+385
39
$3.87M 0.98%
36,107
-5,132
40
$3.79M 0.96%
26,776
+1,305
41
$3.74M 0.95%
286,800
42
$3.61M 0.92%
10,286
-5
43
$3.52M 0.89%
27,681
+240
44
$3.5M 0.89%
19,302
-1,170
45
$3.45M 0.88%
21,200
+440
46
$3.33M 0.85%
36,404
+2,550
47
$3.31M 0.84%
54,857
+660
48
$3.31M 0.84%
37,935
+2,690
49
$3.29M 0.83%
79,702
-22,106
50
$3.05M 0.77%
12,442
+287
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