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
$177M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.99M
3
+$4.56M
4
PG icon
Procter & Gamble
PG
+$4.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 21.96%
2 Industrials 18.47%
3 Healthcare 11.94%
4 Energy 11.07%
5 Financials 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.59%
+22,390
52
$1M 0.57%
+14,240
53
$950K 0.54%
10,429
+7,600
54
$863K 0.49%
+24,445
55
$823K 0.47%
+7,018
56
$551K 0.31%
+10,227
57
$521K 0.3%
+20,720
58
$482K 0.27%
+31,637
59
$366K 0.21%
+7,300
60
$298K 0.17%
+4,600
61
$295K 0.17%
+3,388
62
$281K 0.16%
+4,808
63
$277K 0.16%
+4,014
64
$255K 0.14%
11,347
+2,297
65
$253K 0.14%
+9,648
66
$214K 0.12%
+4,600
67
$208K 0.12%
+3,650
68
$201K 0.11%
+8,696
69
$115K 0.07%
53,021
+39,677
70
$100K 0.06%
+24,014
1 2
3