SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
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
+$1.78M
2
+$1.37M
3
+$211K
4
ADP icon
Automatic Data Processing
ADP
+$193K
5
CRM icon
Salesforce
CRM
+$190K

Top Sells

1
+$602K
2
+$314K
3
+$247K
4
WHR icon
Whirlpool
WHR
+$223K
5
NWL icon
Newell Brands
NWL
+$213K

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
$1.27M 0.48%
18,090
-40
52
$1.25M 0.48%
4,712
+20
53
$1.24M 0.47%
12,036
+35
54
$1.09M 0.41%
7,280
55
$1.07M 0.41%
14,668
-7,705
56
$1.06M 0.4%
24,658
+60
57
$1.05M 0.4%
11,089
-220
58
$1.04M 0.4%
8,028
-360
59
$1.02M 0.39%
15,000
60
$961K 0.37%
12,209
-65
61
$921K 0.35%
19,723
-20
62
$869K 0.33%
7,321
-1,680
63
$802K 0.31%
13,505
64
$800K 0.31%
11,741
+30
65
$762K 0.29%
7,035
66
$757K 0.29%
10,679
+303
67
$605K 0.23%
4,025
-249
68
$535K 0.2%
10,990
69
$496K 0.19%
5,545
70
$481K 0.18%
5,471
+42
71
$469K 0.18%
5,351
-923
72
$464K 0.18%
16,165
73
$462K 0.18%
8,384
-133
74
$446K 0.17%
15,128
+600
75
$420K 0.16%
20,681
-9,060
1 2
3
4