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
$438M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$791K
3
+$409K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$387K
5
PM icon
Philip Morris
PM
+$210K

Top Sells

1
+$2.98M
2
+$2.48M
3
+$2.06M
4
UL icon
Unilever
UL
+$1.22M
5
SWK icon
Stanley Black & Decker
SWK
+$412K

Sector Composition

1 Healthcare 18.88%
2 Consumer Staples 16.61%
3 Technology 15.8%
4 Industrials 10.56%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.46M 1.48%
39,173
-990
27
$6.41M 1.46%
21,723
-11
28
$6.28M 1.43%
55,584
+250
29
$6.06M 1.38%
12,821
+2,112
30
$5.85M 1.34%
36,715
-120
31
$5.72M 1.31%
82,249
+2,225
32
$5.33M 1.22%
23,921
+1,836
33
$5.29M 1.21%
61,896
-710
34
$4.87M 1.11%
46,860
-80
35
$4.83M 1.1%
26,636
+487
36
$4.66M 1.06%
53,428
+695
37
$4.55M 1.04%
35,815
+351
38
$4.41M 1.01%
26,647
+110
39
$4.3M 0.98%
15,063
-236
40
$4.26M 0.97%
13,784
+184
41
$3.96M 0.9%
20,713
+770
42
$3.88M 0.89%
32,469
-85
43
$3.8M 0.87%
97,673
+1,935
44
$3.76M 0.86%
38,951
+1,963
45
$3.66M 0.84%
17,286
+95
46
$3.42M 0.78%
38,730
-1,835
47
– –
-61,555
48
$2.96M 0.68%
36,749
-5,114
49
$2.96M 0.68%
17,772
+240
50
$2.94M 0.67%
43,075
+40
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2
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