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
$423M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$514K
3
+$490K
4
ABBV icon
AbbVie
ABBV
+$444K
5
UNH icon
UnitedHealth
UNH
+$362K

Top Sells

1
+$332K
2
+$300K
3
+$230K
4
PEP icon
PepsiCo
PEP
+$221K
5
VZ icon
Verizon
VZ
+$211K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 17.4%
3 Technology 13.59%
4 Financials 11.13%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.04M 1.43%
55,334
-180
27
$5.95M 1.41%
36,835
+2,746
28
$5.71M 1.35%
80,024
+599
29
$5.68M 1.34%
10,709
+683
30
$5.6M 1.32%
35,464
+360
31
$5.28M 1.25%
22,085
-425
32
$5.25M 1.24%
62,606
-2,410
33
$5.22M 1.23%
40,163
-624
34
$5.07M 1.2%
52,733
-380
35
$4.72M 1.12%
32,554
+1,181
36
$4.66M 1.1%
26,149
-5
37
$4.38M 1.03%
299,360
+30
38
$4.27M 1.01%
19,943
-8
39
$4.2M 0.99%
13,600
+63
40
$4.17M 0.98%
46,940
-100
41
$3.86M 0.91%
26,537
-6
42
$3.81M 0.9%
36,988
+115
43
$3.77M 0.89%
95,738
-5,344
44
$3.74M 0.88%
15,299
-76
45
$3.27M 0.77%
40,565
-1,560
46
$3.15M 0.74%
41,863
-4,424
47
$2.98M 0.7%
61,555
+400
48
$2.85M 0.67%
11,475
-63
49
$2.77M 0.65%
43,035
-55
50
$2.57M 0.61%
17,532
+1,060
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