SIG
Sky Investment Group Portfolio holdings
AUM
$571M
This Quarter Return
+2.86%
1 Year Return
+15.81%
3 Year Return
+60.69%
5 Year Return
+108.71%
10 Year Return
+226.09%
AUM
$38.8M
AUM Growth
–
Cap. Flow
+$38.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.47%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$2.02M |
| 2 |
Philip Morris
PM
|
$1.78M |
| 3 |
Coca-Cola
KO
|
$1.41M |
| 4 |
Procter & Gamble
PG
|
$1.39M |
| 5 |
RTX Corp
RTX
|
$1.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 23.53% |
| 2 | Industrials | 18.41% |
| 3 | Healthcare | 11.97% |
| 4 | Energy | 11.24% |
| 5 | Financials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$268B
| $212K | 0.55% |
+9,050
| New | +$212K |
|