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
+$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.38M
3
+$1.04M
4
KMB icon
Kimberly-Clark
KMB
+$397K
5
WFC icon
Wells Fargo
WFC
+$311K

Top Sells

1
+$1.96M
2
+$1.55M
3
+$913K
4
CVS icon
CVS Health
CVS
+$543K
5
JCI icon
Johnson Controls International
JCI
+$262K

Sector Composition

1 Consumer Staples 23.87%
2 Industrials 17.64%
3 Healthcare 14.54%
4 Financials 10.49%
5 Energy 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.55%
16,490
-1,320
52
$1.04M 0.48%
8,497
+1,110
53
$1.03M 0.48%
13,074
-6,875
54
$998K 0.46%
25,860
-120
55
$947K 0.44%
27,430
+790
56
$946K 0.44%
11,485
-3,150
57
$899K 0.42%
20,275
-800
58
$854K 0.4%
17,776
59
$839K 0.39%
13,405
-515
60
$745K 0.35%
8,533
61
$723K 0.34%
271,080
62
$684K 0.32%
12,584
-300
63
$661K 0.31%
17,092
64
$644K 0.3%
6,108
+633
65
$640K 0.3%
5,525
-60
66
$593K 0.28%
11,828
-4,038
67
$563K 0.26%
7,899
-1,368
68
$528K 0.25%
22,388
-3,100
69
$488K 0.23%
6,945
70
$475K 0.22%
4,278
+1,257
71
$463K 0.21%
7,984
-65
72
$350K 0.16%
4,570
-950
73
$341K 0.16%
2,192
-90
74
$335K 0.16%
1,181
-90
75
$326K 0.15%
10,787
-2,126
1 2
3
4