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
$384M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$217K
3
+$186K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$148K
5
JPM icon
JPMorgan Chase
JPM
+$142K

Top Sells

1
+$1.98M
2
+$785K
3
+$266K
4
SSNC icon
SS&C Technologies
SSNC
+$235K
5
NEE icon
NextEra Energy
NEE
+$208K

Sector Composition

1 Healthcare 19.82%
2 Consumer Staples 17.11%
3 Technology 14.26%
4 Financials 11.26%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.64%
11,538
-38
52
$2.44M 0.64%
16,472
+645
53
$2.42M 0.63%
55,188
-80
54
$2.38M 0.62%
58,533
-5
55
$2.32M 0.6%
179,064
+600
56
$2.3M 0.6%
24,356
+88
57
$2.19M 0.57%
54,341
+396
58
$2.15M 0.56%
28,513
+75
59
$2.12M 0.55%
72,360
+4,138
60
$1.97M 0.51%
42,216
-65
61
$1.86M 0.48%
5,214
+52
62
$1.76M 0.46%
24,812
-109
63
$1.61M 0.42%
62,422
-5,383
64
$1.55M 0.4%
44,970
+555
65
$1.48M 0.39%
15,556
+100
66
$1.46M 0.38%
10,759
-60
67
$1.43M 0.37%
26,131
+1,644
68
$1.38M 0.36%
2,930
+60
69
$1.32M 0.34%
7,065
-15
70
$1.16M 0.3%
26,452
+1,262
71
$1.1M 0.29%
10,549
+1,362
72
$1.1M 0.29%
4,719
-203
73
$1.08M 0.28%
6,080
+420
74
$917K 0.24%
14,950
+96
75
$880K 0.23%
20,355
-765
1 2
3
4 5