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
$496M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$562K
3
+$457K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$295K
5
META icon
Meta Platforms (Facebook)
META
+$229K

Top Sells

1
+$765K
2
+$357K
3
+$349K
4
MO icon
Altria Group
MO
+$201K
5
XOM icon
Exxon Mobil
XOM
+$187K

Sector Composition

1 Healthcare 18.04%
2 Consumer Staples 15.93%
3 Technology 15.82%
4 Industrials 11.93%
5 Financials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.37M 0.68%
47,990
-315
52
$3.22M 0.65%
42,212
+458
53
$3.16M 0.64%
58,778
+768
54
$3.11M 0.63%
28,507
-83
55
$3.01M 0.61%
38,287
-1,517
56
$2.91M 0.59%
51,766
-130
57
$2.91M 0.59%
57,744
+3,088
58
$2.86M 0.58%
179,224
+13,420
59
$2.85M 0.57%
56,958
-100
60
$2.82M 0.57%
47,325
-175
61
$2.76M 0.56%
8,215
+681
62
$2.5M 0.51%
12,006
-11
63
$2.49M 0.5%
11,926
+522
64
$2.39M 0.48%
5,030
+95
65
$2.38M 0.48%
9,756
-5
66
$1.63M 0.33%
2,870
67
$1.58M 0.32%
15,291
-205
68
$1.56M 0.32%
9,380
-99
69
$1.54M 0.31%
23,270
+460
70
$1.49M 0.3%
23,921
71
$1.48M 0.3%
25,125
-200
72
$1.48M 0.3%
4,873
+152
73
$1.45M 0.29%
24,596
-5,922
74
$1.36M 0.27%
6,270
75
$1.33M 0.27%
5,254
-40
1 2
3
4 5