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
$189M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.61M
3
+$1.43M
4
TE
TECO ENERGY INC
TE
+$792K
5
YHOO
Yahoo Inc
YHOO
+$672K

Top Sells

1
+$1.71M
2
+$1.33M
3
+$1.31M
4
BHP icon
BHP
BHP
+$315K
5
NKE icon
Nike
NKE
+$216K

Sector Composition

1 Consumer Staples 20.99%
2 Industrials 18.95%
3 Healthcare 14.56%
4 Energy 10.6%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.63%
20,971
+770
52
$1.16M 0.62%
7,484
+1,655
53
$970K 0.51%
14,438
-275
54
$909K 0.48%
22,095
-50
55
$842K 0.45%
6,524
-12
56
$792K 0.42%
+44,855
57
$773K 0.41%
9,959
58
$769K 0.41%
9,038
59
$678K 0.36%
7,130
+695
60
$672K 0.36%
+17,092
61
$645K 0.34%
5,572
62
$590K 0.31%
13,377
-38,717
63
$579K 0.31%
4,795
+390
64
$486K 0.26%
7,975
-375
65
$455K 0.24%
17,948
+1,102
66
$442K 0.23%
16,740
-376
67
$436K 0.23%
30,205
68
$376K 0.2%
12,510
+1,710
69
$345K 0.18%
12,559
+3,948
70
$328K 0.17%
4,845
71
$281K 0.15%
3,983
72
$247K 0.13%
+14,528
73
$240K 0.13%
1,896
74
$211K 0.11%
3,650
75
$205K 0.11%
+2,330
1 2
3
4