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
$195M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.47M
3
+$1.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
MO icon
Altria Group
MO
+$911K

Top Sells

1
+$4.34M
2
+$2.1M
3
+$1.13M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
QCOM icon
Qualcomm
QCOM
+$975K

Sector Composition

1 Consumer Staples 23.09%
2 Industrials 17.38%
3 Healthcare 15.14%
4 Financials 8.68%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.56%
+28,060
52
$982K 0.5%
25,880
-28,060
53
$956K 0.49%
21,320
-300
54
$879K 0.45%
6,682
-1,079
55
$872K 0.45%
19,051
-2,545
56
$851K 0.44%
14,363
-50
57
$769K 0.39%
15,390
-19,515
58
$669K 0.34%
5,355
-95
59
$663K 0.34%
23,510
+9,450
60
$643K 0.33%
9,533
-476
61
$630K 0.32%
8,655
-333
62
$620K 0.32%
5,176
-196
63
$568K 0.29%
17,092
64
$458K 0.24%
7,315
-460
65
$424K 0.22%
30,205
66
$412K 0.21%
10,230
-2,983
67
$399K 0.2%
1,301
-250
68
$342K 0.18%
12,599
+40
69
$320K 0.16%
4,845
70
$319K 0.16%
2,208
-10
71
$298K 0.15%
3,021
-43,954
72
$290K 0.15%
4,290
+725
73
$263K 0.14%
7,254
74
$245K 0.13%
14,528
75
$229K 0.12%
8,930
-6,410
1 2
3
4