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
$418M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$327K
3
+$323K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$305K
5
ABBV icon
AbbVie
ABBV
+$226K

Top Sells

1
+$405K
2
+$398K
3
+$371K
4
MCD icon
McDonald's
MCD
+$368K
5
ABT icon
Abbott
ABT
+$361K

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
$2.74M 0.66%
58,538
+1,405
52
$2.72M 0.65%
15,827
+4,429
53
$2.68M 0.64%
68,222
+8,342
54
$2.61M 0.62%
28,438
-570
55
$2.56M 0.61%
11,576
-320
56
$2.54M 0.61%
67,805
-7,447
57
$2.53M 0.61%
55,268
-3,046
58
$2.48M 0.59%
53,945
+734
59
$2.39M 0.57%
178,464
+390
60
$2.29M 0.55%
24,268
+476
61
$2.26M 0.54%
41,640
-684
62
$2.14M 0.51%
42,281
-3,500
63
$1.95M 0.47%
5,162
+365
64
$1.92M 0.46%
24,921
+1,000
65
$1.75M 0.42%
10,819
+893
66
$1.64M 0.39%
44,415
-2,270
67
$1.52M 0.36%
24,487
+1,582
68
$1.43M 0.34%
15,456
+180
69
$1.38M 0.33%
2,870
70
$1.32M 0.32%
25,190
71
$1.22M 0.29%
7,080
+280
72
$1.18M 0.28%
4,922
+19
73
$1.11M 0.27%
5,660
+253
74
$1.03M 0.25%
9,187
+314
75
$974K 0.23%
14,854
1 2
3
4 5