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
$474M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$507K
3
+$434K
4
MDLZ icon
Mondelez International
MDLZ
+$395K
5
PM icon
Philip Morris
PM
+$381K

Top Sells

1
+$3.18M
2
+$2.78M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$1.26M
5
D icon
Dominion Energy
D
+$701K

Sector Composition

1 Healthcare 18.23%
2 Technology 18.17%
3 Consumer Staples 14.44%
4 Financials 11.07%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.62M 1.39%
46,940
+130
27
$6.34M 1.34%
40,350
+64
28
$6.19M 1.3%
57,451
-422
29
$6.09M 1.28%
83,274
-2,960
30
$6.04M 1.27%
38,986
+447
31
$5.86M 1.24%
16,562
-437
32
$5.76M 1.21%
82,117
+39
33
$5.65M 1.19%
46,492
-1,047
34
$5.64M 1.19%
57,935
+4,458
35
$5.57M 1.17%
23,893
+221
36
$5.5M 1.16%
35,542
-570
37
$5.15M 1.08%
25,942
-387
38
$4.91M 1.04%
13,770
+125
39
$4.56M 0.96%
33,296
-413
40
$4.41M 0.93%
21,022
-275
41
$4.39M 0.93%
14,665
-60
42
$4.15M 0.88%
63,763
+32
43
$3.96M 0.84%
27,197
-52
44
$3.9M 0.82%
40,224
-75
45
$3.88M 0.82%
50,232
+6,556
46
$3.79M 0.8%
24,913
-115
47
$3.62M 0.76%
18,332
-190
48
– –
0
49
$3.41M 0.72%
34,777
-966
50
$3.39M 0.71%
13,044
-121
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2
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