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
$546M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$699K
3
+$532K
4
TMO icon
Thermo Fisher Scientific
TMO
+$490K
5
AMAT icon
Applied Materials
AMAT
+$458K

Top Sells

1
+$4.16M
2
+$3.4M
3
+$3.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$608K

Sector Composition

1 Technology 23.26%
2 Healthcare 15.6%
3 Consumer Staples 12.86%
4 Financials 11.77%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.8M 1.43%
62,939
+60
27
$7.59M 1.39%
42,715
+3,936
28
$6.99M 1.28%
31,855
+250
29
$6.74M 1.23%
23,015
-133
30
$6.73M 1.23%
13,306
+347
31
$6.73M 1.23%
81,749
+757
32
$6.58M 1.2%
14,511
+385
33
$6.53M 1.2%
33,880
-662
34
$6.06M 1.11%
79,233
-1,790
35
$5.96M 1.09%
52,731
-1,845
36
$5.95M 1.09%
25,392
-96
37
$5.87M 1.07%
31,213
-390
38
$5.85M 1.07%
25,802
+15
39
$5.47M 1%
15,204
+85
40
$5.33M 0.98%
40,680
-652
41
$4.93M 0.9%
21,807
-26
42
$4.46M 0.82%
41,356
+1,992
43
$4.26M 0.78%
33,774
-2,476
44
– –
0
45
$3.98M 0.73%
50,955
+248
46
$3.89M 0.71%
60,933
-635
47
$3.69M 0.67%
13,990
+1,224
48
$3.67M 0.67%
16,709
-25
49
$3.63M 0.66%
22,264
+1,207
50
– –
0
1
2
3 4 5