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
$262M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.42M
3
+$216K
4
ADP icon
Automatic Data Processing
ADP
+$206K
5
CRM icon
Salesforce
CRM
+$204K

Top Sells

1
+$565K
2
+$314K
3
+$235K
4
EBAY icon
eBay
EBAY
+$205K
5
WHR icon
Whirlpool
WHR
+$199K

Sector Composition

1 Consumer Staples 21.58%
2 Healthcare 16.51%
3 Industrials 14.47%
4 Financials 12.05%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.5%
16,817
-65
52
$1.27M 0.48%
18,090
-40
53
$1.25M 0.48%
4,712
+20
54
$1.24M 0.47%
12,036
+35
55
$1.09M 0.41%
7,280
56
$1.07M 0.41%
14,668
-7,705
57
$1.06M 0.4%
24,658
+60
58
$1.05M 0.4%
11,089
-220
59
$1.04M 0.4%
8,028
-360
60
$1.02M 0.39%
15,000
61
$961K 0.37%
12,209
-65
62
$921K 0.35%
19,723
-20
63
$869K 0.33%
7,321
-1,680
64
$802K 0.31%
13,505
65
$800K 0.31%
11,741
+30
66
$762K 0.29%
7,035
67
$757K 0.29%
10,679
+303
68
$605K 0.23%
3,794
-234
69
$535K 0.2%
10,990
70
$496K 0.19%
5,545
71
$481K 0.18%
5,471
+42
72
$469K 0.18%
5,351
-923
73
$464K 0.18%
16,165
74
$462K 0.18%
8,384
-133
75
$446K 0.17%
15,128
+600
1 2
3
4