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
$248M
AUM Growth
-$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$699K
3
+$228K
4
D icon
Dominion Energy
D
+$202K
5
AMZN icon
Amazon
AMZN
+$199K

Top Sells

1
+$985K
2
+$589K
3
+$392K
4
BA icon
Boeing
BA
+$325K
5
AABA
Altaba Inc
AABA
+$294K

Sector Composition

1 Consumer Staples 21.32%
2 Healthcare 18.36%
3 Technology 12.41%
4 Industrials 11.68%
5 Financials 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.62%
44,747
+1,258
52
$1.53M 0.61%
26,240
53
$1.48M 0.6%
10,015
-70
54
$1.35M 0.54%
18,080
+445
55
$1.26M 0.51%
8,783
-145
56
$1.24M 0.5%
11,150
-819
57
$1.17M 0.47%
15,354
+455
58
$1.16M 0.47%
18,252
+1,160
59
$1.13M 0.45%
22,488
60
$1.03M 0.41%
27,846
-1,170
61
$931K 0.37%
32,436
+24,367
62
$914K 0.37%
9,457
+2,360
63
$854K 0.34%
13,310
+85
64
$829K 0.33%
6,198
+15
65
$733K 0.3%
22,455
-402
66
$704K 0.28%
6,910
-25
67
$564K 0.23%
5,672
-55
68
$556K 0.22%
5,450
-250
69
$554K 0.22%
59,842
70
$552K 0.22%
9,306
-880
71
$544K 0.22%
3,775
-40
72
$537K 0.22%
3,330
+285
73
$486K 0.2%
5,080
74
$411K 0.17%
10,466
-15
75
$403K 0.16%
11,685
+1,035
1 2
3
4