SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$235K
3
+$217K
4
NTAP icon
NetApp
NTAP
+$210K
5
D icon
Dominion Energy
D
+$192K

Top Sells

1
+$1.14M
2
+$329K
3
+$204K
4
JCI icon
Johnson Controls International
JCI
+$203K
5
BA icon
Boeing
BA
+$151K

Sector Composition

1 Consumer Staples 21.82%
2 Healthcare 15.61%
3 Industrials 14.29%
4 Financials 12.43%
5 Technology 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.53%
40,062
+550
52
$1.29M 0.52%
12,001
-95
53
$1.24M 0.5%
18,130
+2,815
54
$1.2M 0.48%
16,882
-170
55
$1.15M 0.46%
4,692
+225
56
$1.1M 0.44%
15,000
57
$1.05M 0.42%
11,309
-466
58
$1.03M 0.41%
8,388
+50
59
$1.02M 0.41%
7,280
60
$1.01M 0.41%
24,598
+225
61
$861K 0.35%
19,743
+185
62
$811K 0.33%
11,711
63
$790K 0.32%
12,274
-145
64
$767K 0.31%
29,741
-905
65
$754K 0.3%
10,376
-105
66
$718K 0.29%
7,035
67
$718K 0.29%
+13,505
68
$632K 0.26%
6,274
+105
69
$556K 0.22%
4,028
+459
70
$535K 0.22%
8,517
+100
71
$490K 0.2%
16,165
72
$473K 0.19%
10,990
73
$452K 0.18%
5,429
74
$440K 0.18%
5,545
75
$410K 0.17%
14,528
1 2
3
4