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
$306M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$295K
2
+$273K
3
+$249K
4
ADBE icon
Adobe
ADBE
+$206K
5
DUK icon
Duke Energy
DUK
+$188K

Top Sells

1
+$233K
2
+$231K
3
+$219K
4
RTX icon
RTX Corp
RTX
+$203K
5
COR icon
Cencora
COR
+$158K

Sector Composition

1 Consumer Staples 20.59%
2 Healthcare 16.58%
3 Industrials 13.63%
4 Financials 12.52%
5 Technology 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.55%
286,400
52
$1.66M 0.54%
17,980
+340
53
$1.66M 0.54%
10,085
+15
54
$1.62M 0.53%
29,016
-59
55
$1.37M 0.45%
22,857
+970
56
$1.32M 0.43%
14,899
+485
57
$1.25M 0.41%
17,092
+664
58
$1.25M 0.41%
11,969
+120
59
$1.24M 0.41%
22,488
-540
60
$1.2M 0.39%
14,160
-1,860
61
$1.15M 0.38%
17,635
+4,545
62
$1.09M 0.36%
6,183
+105
63
$1.03M 0.34%
7,097
-400
64
$930K 0.3%
13,225
-410
65
$907K 0.3%
6,935
66
$784K 0.26%
5,727
-445
67
$757K 0.25%
10,186
-23
68
$735K 0.24%
5,700
-100
69
$726K 0.24%
59,842
-3,096
70
$631K 0.21%
10,650
-400
71
$620K 0.2%
3,815
-149
72
$589K 0.19%
11,553
-80
73
$572K 0.19%
3,045
+53
74
$555K 0.18%
15,754
+174
75
$550K 0.18%
5,080
-349
1 2
3
4 5