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
$244M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$305K
3
+$287K
4
EBAY icon
eBay
EBAY
+$208K
5
USB icon
US Bancorp
USB
+$206K

Top Sells

1
+$1.28M
2
+$104K
3
+$64.9K
4
BDX icon
Becton Dickinson
BDX
+$31.4K
5
MSFT icon
Microsoft
MSFT
+$22.3K

Sector Composition

1 Consumer Staples 23.72%
2 Industrials 16.69%
3 Healthcare 14.95%
4 Financials 11.13%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.58%
17,393
+255
52
$1.33M 0.55%
34,596
+7,466
53
$1.29M 0.53%
12,265
+2,905
54
$1.25M 0.51%
15,323
-70
55
$1.24M 0.51%
25,760
56
$1.21M 0.5%
271,080
57
$1.18M 0.48%
11,231
-99
58
$1.11M 0.46%
12,505
59
$1.05M 0.43%
8,583
+101
60
$994K 0.41%
15,000
61
$889K 0.36%
17,112
-1,995
62
$811K 0.33%
19,938
-300
63
$783K 0.32%
5,370
-25
64
$744K 0.3%
6,233
+30
65
$719K 0.29%
7,130
66
$710K 0.29%
11,719
-119
67
$693K 0.28%
7,045
68
$664K 0.27%
8,560
+40
69
$643K 0.26%
10,279
+440
70
$600K 0.25%
4,420
+142
71
$507K 0.21%
16,165
72
$461K 0.19%
1,812
-255
73
$454K 0.19%
11,271
-31,854
74
$409K 0.17%
6,362
-100
75
$382K 0.16%
11,355
+180
1 2
3
4