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
$449M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.12M
3
+$1.99M
4
SYY icon
Sysco
SYY
+$756K
5
APD icon
Air Products & Chemicals
APD
+$749K

Top Sells

1
+$502K
2
+$309K
3
+$272K
4
OGN icon
Organon & Co
OGN
+$245K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Healthcare 17.71%
2 Consumer Staples 15.97%
3 Technology 15.2%
4 Financials 12.34%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.71%
+60,705
52
$3.15M 0.7%
58,010
+2,405
53
$3.08M 0.69%
51,896
+975
54
$3.06M 0.68%
54,656
+6,608
55
$2.95M 0.66%
55,408
+238
56
$2.91M 0.65%
39,804
+867
57
$2.68M 0.6%
48,305
-800
58
$2.58M 0.57%
57,058
+505
59
$2.58M 0.57%
165,804
-1,650
60
$2.56M 0.57%
7,534
+1,300
61
$2.5M 0.56%
47,500
+37,680
62
$2.42M 0.54%
11,404
-89
63
$2.36M 0.52%
12,017
-190
64
$2.12M 0.47%
+4,935
65
$1.96M 0.44%
30,518
+215
66
$1.9M 0.42%
9,761
67
$1.44M 0.32%
5,294
+324
68
$1.42M 0.31%
23,921
-37
69
$1.38M 0.31%
9,479
-87
70
$1.33M 0.3%
6,035
+456
71
$1.33M 0.3%
22,810
+925
72
$1.32M 0.29%
5,078
-30
73
$1.31M 0.29%
15,496
-116
74
$1.3M 0.29%
7,953
+429
75
$1.3M 0.29%
6,270
-315
1 2
3
4 5