SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$867K
2
+$335K
3
+$320K
4
AAPL icon
Apple
AAPL
+$230K
5
TROW icon
T. Rowe Price
TROW
+$225K

Top Sells

1
+$294K
2
+$266K
3
+$239K
4
CI icon
Cigna
CI
+$79.6K
5
GILD icon
Gilead Sciences
GILD
+$78.4K

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
$1.3M 0.48%
5,249
+275
52
$1.29M 0.47%
286,400
+2,680
53
$1.28M 0.47%
10,976
+550
54
$1.21M 0.44%
8,150
-20
55
$1.2M 0.44%
24,088
+618
56
$1.11M 0.41%
15,000
57
$1.02M 0.38%
7,473
-315
58
$1.02M 0.37%
14,290
+735
59
$944K 0.35%
5,941
+2,155
60
$916K 0.34%
14,325
+1,795
61
$861K 0.32%
+7,753
62
$832K 0.31%
5,174
-436
63
$831K 0.31%
12,782
-1,180
64
$823K 0.3%
10,214
-450
65
$799K 0.29%
16,824
+5,432
66
$795K 0.29%
7,035
67
$678K 0.25%
10,840
-200
68
$597K 0.22%
14,028
-395
69
$595K 0.22%
3,756
70
$595K 0.22%
11,021
71
$570K 0.21%
10,571
-163
72
$564K 0.21%
5,429
-4
73
$541K 0.2%
4,200
+800
74
$532K 0.2%
11,050
+3,950
75
$473K 0.17%
9,336
1 2
3
4