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
$394M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$714K
3
+$562K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$452K
5
BDX icon
Becton Dickinson
BDX
+$386K

Top Sells

1
+$911K
2
+$883K
3
+$686K
4
FTV icon
Fortive
FTV
+$579K
5
ABBV icon
AbbVie
ABBV
+$550K

Sector Composition

1 Healthcare 19.17%
2 Consumer Staples 17.73%
3 Technology 14.85%
4 Industrials 12.5%
5 Financials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.77%
13,135
+560
52
$3M 0.76%
56,306
-10,845
53
$2.88M 0.73%
52,465
-1,505
54
$2.65M 0.67%
35,244
+2,360
55
$2.52M 0.64%
48,187
+795
56
$2.42M 0.62%
57,053
+170
57
$2.36M 0.6%
50,732
+527
58
$2.36M 0.6%
11,093
+450
59
$2.26M 0.57%
171,579
-2,975
60
$2.04M 0.52%
10,025
+25
61
$1.89M 0.48%
25,781
-1,147
62
$1.71M 0.43%
+11,470
63
$1.59M 0.4%
9,614
+226
64
$1.54M 0.39%
10,868
+409
65
$1.45M 0.37%
23,338
+235
66
$1.31M 0.33%
22,394
+6
67
$1.31M 0.33%
5,968
-1,310
68
$1.2M 0.31%
17,616
-1,465
69
$1.17M 0.3%
4,980
70
$1.16M 0.3%
53,537
-40,646
71
$1.13M 0.29%
19,392
+105
72
$1.11M 0.28%
2,950
-25
73
$1.09M 0.28%
4,996
+120
74
$1.06M 0.27%
6,835
-75
75
$957K 0.24%
4,300
+480
1 2
3
4 5