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
$520M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$642K
3
+$449K
4
ZTS icon
Zoetis
ZTS
+$403K
5
VLO icon
Valero Energy
VLO
+$210K

Top Sells

1
+$3.53M
2
+$3.16M
3
+$2.55M
4
NVDA icon
NVIDIA
NVDA
+$518K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$409K

Sector Composition

1 Technology 19.66%
2 Healthcare 17.79%
3 Consumer Staples 13.78%
4 Financials 11.27%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.97M 1.34%
57,151
-300
27
$6.76M 1.3%
39,415
+294
28
$6.7M 1.29%
27,068
-863
29
$6.69M 1.29%
82,464
-810
30
$6.62M 1.27%
58,395
+460
31
$6.56M 1.26%
13,251
+179
32
$5.97M 1.15%
40,197
-153
33
$5.95M 1.15%
23,838
-55
34
$5.95M 1.14%
25,767
-175
35
$5.9M 1.14%
14,036
+266
36
$5.9M 1.14%
82,232
+115
37
$5.81M 1.12%
44,932
-1,560
38
$5.7M 1.1%
35,246
-296
39
$5.24M 1.01%
14,630
-35
40
$4.8M 0.92%
32,998
-298
41
$4.57M 0.88%
50,257
+25
42
$4.49M 0.86%
24,869
-44
43
$4.39M 0.84%
62,713
-1,050
44
$4.35M 0.84%
21,192
+170
45
– –
0
46
$3.9M 0.75%
40,284
+60
47
$3.88M 0.75%
26,105
-1,092
48
$3.65M 0.7%
12,929
-115
49
$3.62M 0.7%
34,710
-800
50
$3.55M 0.68%
41,287
-360
1
2
3 4 5