SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$482K
3
+$471K
4
GEV icon
GE Vernova
GEV
+$321K
5
AMZN icon
Amazon
AMZN
+$308K

Top Sells

1
+$4.16M
2
+$3.47M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$602K

Sector Composition

1 Technology 20.99%
2 Healthcare 16.5%
3 Consumer Staples 13.83%
4 Financials 11.6%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.57M 1.4%
82,324
+575
27
$7.5M 1.39%
83,590
+2,145
28
$7.01M 1.29%
13,387
+81
29
$6.99M 1.29%
22,880
-135
30
$6.97M 1.29%
44,605
-335
31
$6.93M 1.28%
63,204
+265
32
$6.41M 1.18%
25,272
-120
33
$6.37M 1.18%
33,475
+1,620
34
$5.92M 1.09%
33,685
-195
35
$5.92M 1.09%
78,858
-375
36
$5.84M 1.08%
25,509
-293
37
$5.82M 1.08%
15,644
+440
38
$5.75M 1.06%
40,405
-275
39
$5.56M 1.03%
31,083
-130
40
$5.07M 0.94%
41,576
+220
41
$4.8M 0.89%
52,201
-530
42
$4.7M 0.87%
22,217
+410
43
$4.11M 0.76%
50,940
-15
44
$4.1M 0.76%
16,499
-210
45
$4.06M 0.75%
14,897
+907
46
– –
0
47
– –
0
48
$3.73M 0.69%
22,674
+410
49
$3.64M 0.67%
60,918
-15
50
$3.58M 0.66%
32,554
-1,220
1
2
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