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
$38.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.78M
3 +$1.41M
4
PG icon
Procter & Gamble
PG
+$1.39M
5
RTX icon
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 Change
in Stake
Capital Flow
51
$212K 0.55%
+9,050