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
$418M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$327K
3
+$323K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$305K
5
ABBV icon
AbbVie
ABBV
+$226K

Top Sells

1
+$405K
2
+$398K
3
+$371K
4
MCD icon
McDonald's
MCD
+$368K
5
ABT icon
Abbott
ABT
+$361K

Sector Composition

1 Healthcare 19.36%
2 Consumer Staples 17.63%
3 Technology 14.25%
4 Industrials 10.97%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.41%
21,517
+319
27
$5.68M 1.36%
79,655
-1,800
28
$5.68M 1.36%
75,267
-3,755
29
$5.64M 1.35%
41,266
+2,361
30
$5.5M 1.32%
34,884
-433
31
$5.23M 1.25%
102,987
-1,602
32
$5.17M 1.24%
10,070
+69
33
$5.16M 1.24%
33,714
+1,476
34
$5.14M 1.23%
47,040
+320
35
$5.01M 1.2%
31,408
-72
36
$4.84M 1.16%
46,209
-20
37
$4.81M 1.15%
22,908
+367
38
$4.54M 1.09%
299,330
+8,050
39
$4.49M 1.07%
25,799
-960
40
$4.21M 1.01%
52,947
-639
41
$4.09M 0.98%
26,632
-564
42
$3.94M 0.94%
36,793
-216
43
$3.93M 0.94%
42,419
+870
44
$3.54M 0.85%
12,984
+749
45
$3.4M 0.81%
19,576
+215
46
$3.01M 0.72%
37,722
-235
47
$2.88M 0.69%
14,457
+766
48
$2.83M 0.68%
26,625
+745
49
$2.77M 0.66%
25,639
-1,728
50
$2.77M 0.66%
61,155
+925
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