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
$247M
AUM Growth
-$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$838K
3
+$709K
4
DUK icon
Duke Energy
DUK
+$389K
5
HD icon
Home Depot
HD
+$317K

Top Sells

1
+$1.42M
2
+$223K
3
+$208K
4
WY icon
Weyerhaeuser
WY
+$207K
5
BA icon
Boeing
BA
+$103K

Sector Composition

1 Consumer Staples 22.12%
2 Healthcare 15.21%
3 Industrials 15.17%
4 Financials 12.36%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.55%
39,512
+2,380
52
$1.31M 0.53%
25,460
-300
53
$1.29M 0.52%
17,052
+645
54
$1.16M 0.47%
8,338
-260
55
$1.14M 0.46%
9,971
-330
56
$1.11M 0.45%
11,775
-20
57
$1.11M 0.45%
15,000
58
$1.03M 0.42%
15,315
+10,505
59
$1.02M 0.41%
24,373
-50
60
$994K 0.4%
7,280
+150
61
$956K 0.39%
+4,467
62
$898K 0.36%
19,558
+785
63
$781K 0.32%
30,646
-3,340
64
$773K 0.31%
12,419
+36
65
$747K 0.3%
7,035
-10
66
$747K 0.3%
11,711
-10
67
$687K 0.28%
10,481
+90
68
$678K 0.27%
6,169
-155
69
$524K 0.21%
8,417
-50
70
$495K 0.2%
5,545
+195
71
$494K 0.2%
3,569
-339
72
$471K 0.19%
10,990
73
$448K 0.18%
16,165
74
$436K 0.18%
14,528
75
$415K 0.17%
1,267
-315
1 2
3
4