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
$215M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$229K
4
COF icon
Capital One
COF
+$222K
5
CI icon
Cigna
CI
+$222K

Top Sells

1
+$1.18M
2
+$495K
3
+$482K
4
JCI icon
Johnson Controls International
JCI
+$336K
5
BVA
CORDIA BANCORP INC COM
BVA
+$253K

Sector Composition

1 Consumer Staples 22.81%
2 Industrials 17.7%
3 Healthcare 15.24%
4 Financials 8.57%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.58%
+29,316
52
$1.21M 0.56%
30,160
53
$1.13M 0.53%
+14,635
54
$1.01M 0.47%
25,980
55
$925K 0.43%
21,075
-45
56
$884K 0.41%
26,640
+240
57
$878K 0.41%
13,920
-110
58
$846K 0.39%
7,387
59
$764K 0.36%
8,533
-15
60
$737K 0.34%
17,092
61
$719K 0.33%
5,475
+145
62
$704K 0.33%
17,776
+4,295
63
$690K 0.32%
15,866
-11,378
64
$676K 0.31%
9,267
+150
65
$645K 0.3%
12,884
-20
66
$584K 0.27%
5,585
+200
67
$540K 0.25%
6,945
68
$464K 0.22%
271,080
69
$461K 0.21%
25,488
-4,000
70
$425K 0.2%
8,049
+725
71
$410K 0.19%
12,913
+550
72
$410K 0.19%
5,520
73
$398K 0.19%
1,271
-50
74
$336K 0.16%
3,021
75
$319K 0.15%
2,490
1 2
3
4