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
$285M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.34M
3
+$1.18M
4
MDT icon
Medtronic
MDT
+$217K
5
MCI
Barings Corporate Investors
MCI
+$210K

Top Sells

1
+$1.33M
2
+$832K
3
+$757K
4
ECL icon
Ecolab
ECL
+$410K
5
T icon
AT&T
T
+$284K

Sector Composition

1 Consumer Staples 21.22%
2 Healthcare 16.48%
3 Industrials 13.14%
4 Financials 12.59%
5 Technology 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.52%
+30,157
52
$1.41M 0.49%
26,060
53
$1.4M 0.49%
8,715
+565
54
$1.29M 0.45%
11,180
+204
55
$1.29M 0.45%
23,853
-235
56
$1.18M 0.41%
286,400
57
$1.08M 0.38%
7,702
-51
58
$1.05M 0.37%
6,043
+102
59
$1.04M 0.36%
15,000
60
$1.03M 0.36%
14,130
-160
61
$1.01M 0.35%
6,732
-741
62
$948K 0.33%
14,420
+95
63
$841K 0.29%
16,988
+164
64
$814K 0.29%
7,035
65
$764K 0.27%
11,311
-1,471
66
$717K 0.25%
11,024
+184
67
$685K 0.24%
9,419
-795
68
$639K 0.22%
12,858
-1,170
69
$621K 0.22%
5,429
70
$609K 0.21%
4,200
71
$603K 0.21%
11,021
72
$599K 0.21%
3,951
+195
73
$590K 0.21%
11,250
+200
74
$565K 0.2%
10,365
-206
75
$519K 0.18%
2,992
+25
1 2
3
4