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
$211M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$879K
3
+$594K
4
MET icon
MetLife
MET
+$294K
5
TGT icon
Target
TGT
+$243K

Top Sells

1
+$335K
2
+$287K
3
+$107K
4
COP icon
ConocoPhillips
COP
+$94.6K
5
ESRX
Express Scripts Holding Company
ESRX
+$91K

Sector Composition

1 Consumer Staples 23.67%
2 Industrials 17.5%
3 Healthcare 15.42%
4 Energy 8.16%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.56%
27,244
-2,170
52
$1.06M 0.5%
30,160
+2,000
53
$961K 0.46%
21,120
-150
54
$899K 0.43%
25,980
55
$879K 0.42%
+7,387
56
$869K 0.41%
14,030
-263
57
$861K 0.41%
26,400
+1,320
58
$756K 0.36%
8,548
-66
59
$713K 0.34%
12,904
-362
60
$702K 0.33%
5,330
61
$689K 0.33%
9,117
-375
62
$642K 0.3%
17,092
63
$531K 0.25%
5,385
+184
64
$519K 0.25%
6,945
-370
65
$505K 0.24%
29,488
-717
66
$482K 0.23%
8,990
-620
67
$479K 0.23%
13,481
+8,264
68
$430K 0.2%
5,520
+905
69
$410K 0.19%
7,324
+1,269
70
$355K 0.17%
12,363
-236
71
$335K 0.16%
3,021
72
$319K 0.15%
271,080
73
$319K 0.15%
1,321
74
$296K 0.14%
2,282
-21
75
$280K 0.13%
2,490
1 2
3
4