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
$363M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.95M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.68M
5
AAPL icon
Apple
AAPL
+$2.63M

Top Sells

1
+$1.16M
2
+$288K
3
+$273K
4
AWF
AllianceBernstein Global High Income Fund
AWF
+$208K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$108K

Sector Composition

1 Healthcare 19.83%
2 Consumer Staples 18.35%
3 Technology 14.96%
4 Industrials 12.02%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.71%
32,884
+1,370
52
$2.54M 0.7%
20,472
+10,340
53
$2.53M 0.7%
12,155
+1,138
54
$2.53M 0.7%
27,441
+195
55
$2.34M 0.64%
56,883
+785
56
$2.19M 0.6%
47,392
+1,610
57
$2.18M 0.6%
174,554
-2,025
58
$2.03M 0.56%
94,183
-1,076
59
$1.99M 0.55%
26,928
-684
60
$1.88M 0.52%
10,000
61
$1.8M 0.5%
50,205
+20,000
62
$1.75M 0.48%
10,643
+4,230
63
$1.55M 0.43%
+9,388
64
$1.39M 0.38%
+23,103
65
$1.38M 0.38%
7,278
-1,440
66
$1.35M 0.37%
21,653
-4,613
67
$1.31M 0.36%
10,459
+7,561
68
$1.29M 0.35%
22,388
-100
69
$1.22M 0.34%
19,287
-270
70
$1.11M 0.31%
19,081
+9,595
71
$1.06M 0.29%
+2,975
72
$981K 0.27%
4,980
+100
73
$975K 0.27%
4,876
+1,526
74
$960K 0.26%
3,820
+45
75
$883K 0.24%
6,910
1 2
3
4 5