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
$423M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$514K
3
+$490K
4
ABBV icon
AbbVie
ABBV
+$444K
5
UNH icon
UnitedHealth
UNH
+$362K

Top Sells

1
+$332K
2
+$300K
3
+$230K
4
PEP icon
PepsiCo
PEP
+$221K
5
VZ icon
Verizon
VZ
+$211K

Sector Composition

1 Healthcare 20.18%
2 Consumer Staples 17.4%
3 Technology 13.59%
4 Financials 11.13%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.61%
66,573
+8,040
52
$2.55M 0.6%
50,611
-4,577
53
$2.55M 0.6%
72,847
+487
54
$2.48M 0.59%
177,789
-1,275
55
$2.37M 0.56%
54,406
+65
56
$2.18M 0.52%
25,964
-956
57
$2.15M 0.51%
35,042
-2,320
58
$2.07M 0.49%
17,191
+6,432
59
$2.06M 0.49%
5,388
+174
60
$2M 0.47%
23,055
-1,301
61
$1.97M 0.47%
42,216
62
$1.89M 0.45%
27,883
-630
63
$1.78M 0.42%
24,812
64
$1.75M 0.41%
26,219
+88
65
$1.6M 0.38%
44,670
-300
66
$1.48M 0.35%
55,986
-6,436
67
$1.45M 0.34%
8,030
+2,710
68
$1.44M 0.34%
15,436
-120
69
$1.43M 0.34%
10,636
+87
70
$1.42M 0.34%
4,604
-115
71
$1.38M 0.33%
7,395
+330
72
$1.37M 0.32%
26,799
+347
73
$1.36M 0.32%
2,974
+44
74
$1.27M 0.3%
6,120
+40
75
$1.26M 0.3%
3,757
+1,529
1 2
3
4 5