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
$181M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$421K
3
+$361K
4
CELG
Celgene Corp
CELG
+$331K
5
BUD icon
AB InBev
BUD
+$320K

Top Sells

1
+$214K
2
+$189K
3
+$143K
4
AXP icon
American Express
AXP
+$127K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$94.2K

Sector Composition

1 Consumer Staples 21.46%
2 Industrials 17.57%
3 Healthcare 12.54%
4 Energy 10.82%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.59%
16,240
+2,000
52
$1.03M 0.57%
44,788
-8,233
53
$1M 0.56%
11,003
+574
54
$935K 0.52%
18,184
-2,777
55
$839K 0.46%
24,295
-150
56
$798K 0.44%
7,036
+18
57
$635K 0.35%
+7,115
58
$574K 0.32%
10,227
59
$566K 0.31%
20,665
-55
60
$496K 0.27%
33,587
+1,950
61
$426K 0.24%
18,319
+9,623
62
$331K 0.18%
+4,748
63
$320K 0.18%
+3,040
64
$319K 0.18%
6,300
-1,000
65
$300K 0.17%
3,388
66
$292K 0.16%
4,808
67
$286K 0.16%
4,014
68
$277K 0.15%
3,900
-700
69
$252K 0.14%
11,238
-109
70
$247K 0.14%
9,693
+45
71
$213K 0.12%
+1,932
72
$205K 0.11%
3,650
73
$103K 0.06%
24,014
74
– –
-4,600
1 2
3