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
$449M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.12M
3
+$1.99M
4
SYY icon
Sysco
SYY
+$756K
5
APD icon
Air Products & Chemicals
APD
+$749K

Top Sells

1
+$502K
2
+$309K
3
+$272K
4
OGN icon
Organon & Co
OGN
+$245K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Healthcare 17.71%
2 Consumer Staples 15.97%
3 Technology 15.2%
4 Financials 12.34%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 1.42%
47,760
-60
27
$6.29M 1.4%
83,699
+45
28
$6.01M 1.34%
59,271
+1,644
29
$5.94M 1.32%
286,830
+30
30
$5.61M 1.25%
39,632
-149
31
$5.6M 1.25%
103,613
+4,853
32
$5.53M 1.23%
26,524
-154
33
$5.28M 1.17%
27,355
-861
34
$5.08M 1.13%
53,957
-460
35
$5.05M 1.12%
85,874
+798
36
$5.04M 1.12%
81,326
+1,416
37
$4.78M 1.06%
79,894
+627
38
$4.62M 1.03%
30,910
+2,467
39
$4.4M 0.98%
21,994
-369
40
$4.08M 0.91%
27,791
+261
41
$4.02M 0.89%
24,460
+1,760
42
$4M 0.89%
75,176
+540
43
$3.88M 0.86%
9,919
-263
44
$3.63M 0.81%
43,969
45
$3.6M 0.8%
36,834
+602
46
$3.58M 0.8%
13,559
-117
47
$3.48M 0.77%
28,590
+1,095
48
$3.45M 0.77%
12,633
-130
49
$3.42M 0.76%
31,738
+393
50
$3.28M 0.73%
19,406
+259
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