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
$496M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$562K
3
+$457K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$295K
5
META icon
Meta Platforms (Facebook)
META
+$229K

Top Sells

1
+$765K
2
+$357K
3
+$349K
4
MO icon
Altria Group
MO
+$201K
5
XOM icon
Exxon Mobil
XOM
+$187K

Sector Composition

1 Healthcare 18.04%
2 Consumer Staples 15.93%
3 Technology 15.82%
4 Industrials 11.93%
5 Financials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.03M 1.42%
39,603
-29
27
$6.82M 1.38%
47,120
-640
28
$6.63M 1.34%
84,469
+957
29
$6.44M 1.3%
84,038
+339
30
$6.44M 1.3%
74,846
+355
31
$6.25M 1.26%
26,634
+110
32
$5.92M 1.19%
26,905
-450
33
$5.6M 1.13%
81,616
+290
34
$5.42M 1.09%
21,961
-33
35
$5.37M 1.08%
103,383
-230
36
$5.36M 1.08%
79,499
-395
37
$5.07M 1.02%
82,811
-3,063
38
$5.01M 1.01%
53,945
-12
39
$5M 1.01%
9,954
+35
40
$4.79M 0.97%
31,180
+270
41
$4.39M 0.89%
32,463
+725
42
$4.38M 0.88%
42,749
-1,220
43
$4.2M 0.85%
28,300
+509
44
$4.13M 0.83%
24,740
+280
45
$3.88M 0.78%
75,363
+187
46
$3.87M 0.78%
36,844
+10
47
$3.76M 0.76%
12,565
-68
48
$3.67M 0.74%
13,706
+147
49
$3.61M 0.73%
23,310
+3,904
50
$3.46M 0.7%
61,155
+450
1
2
3 4 5