SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$358K
3
+$358K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$330K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K

Top Sells

1
+$462K
2
+$410K
3
+$406K
4
ABT icon
Abbott
ABT
+$378K
5
MCD icon
McDonald's
MCD
+$367K

Sector Composition

1 Healthcare 19.36%
2 Consumer Staples 17.63%
3 Technology 14.25%
4 Industrials 10.97%
5 Financials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.65%
15,827
+4,429
52
$2.68M 0.64%
68,222
+8,342
53
$2.61M 0.62%
28,438
-570
54
$2.56M 0.61%
11,576
-320
55
$2.54M 0.61%
67,805
-7,447
56
$2.53M 0.61%
49,127
-2,708
57
$2.48M 0.59%
53,945
+734
58
$2.39M 0.57%
178,464
+390
59
$2.29M 0.55%
24,268
+476
60
$2.26M 0.54%
55,256
-908
61
$2.14M 0.51%
42,281
-3,500
62
$1.95M 0.47%
5,162
+365
63
$1.92M 0.46%
24,921
+1,000
64
$1.75M 0.42%
10,819
+893
65
$1.64M 0.39%
44,415
-2,270
66
$1.52M 0.36%
24,487
+1,582
67
$1.43M 0.34%
15,456
+180
68
$1.38M 0.33%
2,870
69
$1.32M 0.32%
25,190
70
$1.22M 0.29%
7,080
+280
71
$1.18M 0.28%
4,922
+19
72
$1.11M 0.27%
5,660
+253
73
$1.03M 0.25%
9,187
+314
74
$974K 0.23%
14,854
75
$941K 0.23%
9,211
+31
1 2
3
4 5