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
$180M
AUM Growth
-$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$634K
3
+$453K
4
UN
Unilever NV New York Registry Shares
UN
+$405K
5
BLD icon
TopBuild
BLD
+$264K

Top Sells

1
+$2.67M
2
+$769K
3
+$678K
4
EBAY icon
eBay
EBAY
+$455K
5
MAS icon
Masco
MAS
+$350K

Sector Composition

1 Consumer Staples 22.62%
2 Industrials 18.04%
3 Healthcare 14.51%
4 Energy 9.27%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.63%
43,180
-1,675
52
$1.08M 0.6%
7,761
+277
53
$1.02M 0.57%
21,596
+625
54
$905K 0.5%
21,620
-475
55
$784K 0.44%
14,413
-25
56
$661K 0.37%
10,009
+50
57
$634K 0.35%
+8,988
58
$581K 0.32%
5,372
-200
59
$579K 0.32%
5,450
+655
60
$496K 0.28%
13,213
-164
61
$494K 0.27%
17,092
62
$453K 0.25%
+1,551
63
$440K 0.24%
7,775
-200
64
$439K 0.24%
30,205
65
$400K 0.22%
14,060
+1,550
66
$371K 0.21%
15,340
-1,400
67
$330K 0.18%
12,559
68
$295K 0.16%
4,845
69
$290K 0.16%
2,218
-20,395
70
$287K 0.16%
3,983
71
$264K 0.15%
+8,526
72
$251K 0.14%
+3,565
73
$235K 0.13%
+4,321
74
$226K 0.13%
14,528
75
$225K 0.13%
+7,254
1 2
3
4