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
$291M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.36M
3
+$660K
4
VZ icon
Verizon
VZ
+$345K
5
SYY icon
Sysco
SYY
+$315K

Top Sells

1
+$1.91M
2
+$931K
3
+$547K
4
MMM icon
3M
MMM
+$88.1K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$82K

Sector Composition

1 Consumer Staples 19.87%
2 Healthcare 17.88%
3 Technology 14.33%
4 Industrials 11.87%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.64%
26,240
52
$1.78M 0.61%
45,782
+1,035
53
$1.73M 0.59%
10,000
-15
54
$1.65M 0.57%
18,092
-160
55
$1.6M 0.55%
16,279
+925
56
$1.52M 0.52%
8,718
-65
57
$1.51M 0.52%
27,612
-234
58
$1.5M 0.52%
19,557
+1,477
59
$1.49M 0.51%
+26,266
60
$1.2M 0.41%
15,470
+2,160
61
$1.16M 0.4%
11,000
-150
62
$1.15M 0.4%
22,488
63
$1.13M 0.39%
10,132
+675
64
$1.11M 0.38%
30,205
+18,520
65
$927K 0.32%
6,413
+215
66
$850K 0.29%
4,880
-200
67
$788K 0.27%
6,910
68
$707K 0.24%
3,775
69
$647K 0.22%
3,350
+20
70
$637K 0.22%
5,200
-250
71
$616K 0.21%
9,486
+180
72
$607K 0.21%
19,945
-2,510
73
$606K 0.21%
5,312
-360
74
$604K 0.21%
59,842
75
$490K 0.17%
10,516
+50
1 2
3
4