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
$384M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$217K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$148K
5
JPM icon
JPMorgan Chase
JPM
+$142K

Top Sells

1
+$1.98M
2
+$785K
3
+$266K
4
SSNC icon
SS&C Technologies
SSNC
+$235K
5
NEE icon
NextEra Energy
NEE
+$208K

Sector Composition

1 Healthcare 19.82%
2 Consumer Staples 17.11%
3 Technology 14.26%
4 Financials 11.26%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.73M 1.49%
50,883
-392
27
$5.64M 1.47%
40,787
-479
28
$5.53M 1.44%
31,373
-35
29
$5.4M 1.4%
79,425
-230
30
$5.25M 1.36%
35,104
+220
31
$5.09M 1.32%
22,510
-398
32
$5.06M 1.32%
10,026
-44
33
$4.98M 1.3%
65,016
-10,251
34
$4.58M 1.19%
34,089
+375
35
$4.52M 1.18%
47,040
36
$4.44M 1.16%
26,154
+355
37
$3.89M 1.01%
53,113
+166
38
$3.84M 1%
101,082
-1,905
39
$3.83M 1%
26,543
-89
40
$3.63M 0.95%
299,330
41
$3.62M 0.94%
13,537
+553
42
$3.48M 0.91%
46,287
+78
43
$3.43M 0.89%
36,873
+80
44
$3.33M 0.87%
19,951
+375
45
$3.11M 0.81%
15,375
+918
46
$3.04M 0.79%
26,920
+295
47
$3.01M 0.78%
42,125
-294
48
$2.68M 0.7%
61,155
49
$2.58M 0.67%
37,362
-360
50
$2.51M 0.65%
43,090
+1,450
1
2
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