SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.16M
3
+$673K
4
KD icon
Kyndryl
KD
+$662K
5
UBER icon
Uber
UBER
+$337K

Top Sells

1
+$1.29M
2
+$1.15M
3
+$1.12M
4
ABBV icon
AbbVie
ABBV
+$452K
5
MA icon
Mastercard
MA
+$393K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.1%
3 Financials 11.85%
4 Consumer Staples 11.73%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.02M 1.34%
43,637
-145
27
$7.62M 1.28%
80,364
-10
28
$7.57M 1.27%
15,060
+60
29
$7.54M 1.26%
34,346
+613
30
$6.83M 1.15%
81,388
-617
31
$6.81M 1.14%
24,875
-140
32
$6.73M 1.13%
22,925
+160
33
$6.63M 1.11%
32,975
-110
34
$6.27M 1.05%
76,113
-1,230
35
$6.11M 1.02%
30,897
-145
36
$5.9M 0.99%
15,952
+288
37
$5.13M 0.86%
41,441
+50
38
$5.07M 0.85%
14,867
-40
39
$5.05M 0.85%
49,226
-1,455
40
$4.91M 0.82%
39,503
-435
41
$4.9M 0.82%
14,187
-137
42
$4.71M 0.79%
16,709
+315
43
$4.59M 0.77%
23,138
-42
44
$4.37M 0.73%
23,359
-980
45
– –
0
46
– –
0
47
$3.77M 0.63%
50,152
+73
48
$3.69M 0.62%
122,980
+19,260
49
$3.58M 0.6%
10,845
-160
50
– –
0
1
2
3 4 5