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

Top Buys

1
+$2.82M
2
+$1.49M
3
+$682K
4
VZ icon
Verizon
VZ
+$338K
5
SYY icon
Sysco
SYY
+$327K

Top Sells

1
+$1.89M
2
+$931K
3
+$634K
4
MMM icon
3M
MMM
+$91.2K
5
UPS icon
United Parcel Service
UPS
+$83.1K

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
$1.99M 0.68%
11,017
+1,630
52
$1.85M 0.64%
26,240
53
$1.78M 0.61%
45,782
+1,035
54
$1.73M 0.59%
10,000
-15
55
$1.65M 0.57%
18,092
-160
56
$1.6M 0.55%
16,279
+925
57
$1.52M 0.52%
8,718
-65
58
$1.51M 0.52%
27,612
-234
59
$1.5M 0.52%
19,557
+1,477
60
$1.49M 0.51%
+26,266
61
$1.2M 0.41%
15,470
+2,160
62
$1.16M 0.4%
11,000
-150
63
$1.15M 0.4%
22,488
64
$1.13M 0.39%
10,132
+675
65
$1.11M 0.38%
30,205
+18,520
66
$927K 0.32%
6,413
+215
67
$850K 0.29%
4,880
-200
68
$788K 0.27%
6,910
69
$707K 0.24%
3,775
70
$647K 0.22%
3,350
+20
71
$637K 0.22%
5,200
-250
72
$616K 0.21%
9,486
+180
73
$607K 0.21%
19,945
-2,510
74
$606K 0.21%
5,312
-360
75
$604K 0.21%
59,842
1 2
3
4