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
$290M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$590K
3
+$447K
4
ABBV icon
AbbVie
ABBV
+$378K
5
MSFT icon
Microsoft
MSFT
+$263K

Top Sells

1
+$419K
2
+$209K
3
+$182K
4
DHR icon
Danaher
DHR
+$157K
5
RTX icon
RTX Corp
RTX
+$153K

Sector Composition

1 Consumer Staples 21.59%
2 Healthcare 16.01%
3 Industrials 13.16%
4 Financials 12.24%
5 Technology 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.53%
17,640
+120
52
$1.43M 0.49%
10,070
+1,355
53
$1.36M 0.47%
29,075
-1,082
54
$1.32M 0.45%
16,020
-1,845
55
$1.31M 0.45%
21,887
+7,467
56
$1.3M 0.45%
11,849
+669
57
$1.27M 0.44%
23,028
-825
58
$1.25M 0.43%
286,400
59
$1.09M 0.38%
14,414
+4,995
60
$1.03M 0.35%
6,078
+35
61
$1.03M 0.35%
13,635
-495
62
$977K 0.34%
7,497
-205
63
$920K 0.32%
16,428
-560
64
$918K 0.32%
6,172
-560
65
$830K 0.29%
13,090
+1,779
66
$788K 0.27%
6,935
-100
67
$755K 0.26%
+62,938
68
$712K 0.25%
5,800
+1,600
69
$644K 0.22%
10,209
-156
70
$612K 0.21%
11,050
-200
71
$588K 0.2%
3,964
+13
72
$562K 0.19%
5,429
73
$549K 0.19%
11,633
-1,225
74
$515K 0.18%
2,992
75
$512K 0.18%
10,361
-660
1 2
3
4