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
$523M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$410K
4
FI icon
Fiserv
FI
+$290K
5
AVGO icon
Broadcom
AVGO
+$209K

Top Sells

1
+$3.97M
2
+$3.03M
3
+$2.86M
4
SWK icon
Stanley Black & Decker
SWK
+$455K
5
BA icon
Boeing
BA
+$379K

Sector Composition

1 Technology 22.53%
2 Healthcare 16.72%
3 Consumer Staples 13.46%
4 Financials 10.65%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.74M 1.29%
13,234
-17
27
$6.69M 1.28%
38,984
+348
28
$6.54M 1.25%
59,408
+1,013
29
$6.51M 1.25%
56,487
-664
30
$6.23M 1.19%
80,292
-1,940
31
$6.15M 1.18%
26,305
-763
32
$6.09M 1.17%
25,607
-160
33
$5.93M 1.14%
42,945
-1,987
34
$5.83M 1.11%
81,628
-836
35
$5.74M 1.1%
14,101
+65
36
$5.63M 1.08%
23,593
-245
37
$5.49M 1.05%
40,140
-57
38
$5.41M 1.03%
34,785
-461
39
$4.99M 0.95%
25,809
+940
40
$4.96M 0.95%
14,586
-44
41
$4.94M 0.95%
32,662
-336
42
$4.49M 0.86%
21,037
-155
43
$4.05M 0.77%
51,932
+1,675
44
$4.03M 0.77%
40,204
-80
45
$3.96M 0.76%
62,619
-94
46
– –
0
47
$3.7M 0.71%
12,763
-166
48
$3.67M 0.7%
21,184
+470
49
$3.47M 0.66%
33,467
-1,243
50
$3.26M 0.62%
14,918
-80
1
2
3 4 5