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
$272M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$356K
3
+$342K
4
AAPL icon
Apple
AAPL
+$258K
5
SSNC icon
SS&C Technologies
SSNC
+$255K

Top Sells

1
+$294K
2
+$266K
3
+$239K
4
MAS icon
Masco
MAS
+$78.2K
5
GILD icon
Gilead Sciences
GILD
+$76.7K

Sector Composition

1 Consumer Staples 21.83%
2 Healthcare 15.83%
3 Industrials 13.63%
4 Financials 11.96%
5 Technology 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.49%
23,087
-440
52
$1.3M 0.48%
5,249
+275
53
$1.29M 0.47%
286,400
+2,680
54
$1.28M 0.47%
10,976
+550
55
$1.21M 0.44%
8,150
-20
56
$1.2M 0.44%
24,088
+618
57
$1.11M 0.41%
15,000
58
$1.02M 0.38%
7,473
-315
59
$1.02M 0.37%
14,290
+735
60
$944K 0.35%
5,941
+2,155
61
$916K 0.34%
14,325
+1,795
62
$861K 0.32%
+7,753
63
$832K 0.31%
5,174
-436
64
$831K 0.31%
12,782
-1,180
65
$823K 0.3%
10,214
-450
66
$799K 0.29%
16,824
+5,432
67
$795K 0.29%
7,035
68
$678K 0.25%
10,840
-200
69
$597K 0.22%
14,028
-395
70
$595K 0.22%
3,756
71
$595K 0.22%
11,021
72
$570K 0.21%
10,571
-163
73
$564K 0.21%
5,429
-4
74
$541K 0.2%
4,200
+800
75
$532K 0.2%
11,050
+3,950
1 2
3
4