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
$441M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$419K
3
+$402K
4
PEP icon
PepsiCo
PEP
+$246K
5
MDLZ icon
Mondelez International
MDLZ
+$246K

Top Sells

1
+$721K
2
+$634K
3
+$321K
4
DIS icon
Walt Disney
DIS
+$260K
5
MDT icon
Medtronic
MDT
+$238K

Sector Composition

1 Healthcare 19.06%
2 Technology 17.26%
3 Consumer Staples 15.09%
4 Financials 10.51%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.68%
35,743
-490
52
$2.97M 0.67%
43,676
+25,125
53
$2.91M 0.66%
13,165
+75
54
$2.86M 0.65%
88,299
-1,735
55
$2.79M 0.63%
15,283
+35
56
– –
0
57
$2.36M 0.53%
16,789
+175
58
– –
0
59
$2.18M 0.5%
40,818
-1,198
60
$2.15M 0.49%
4,214
-25
61
$2.09M 0.47%
30,124
+3,410
62
$1.79M 0.41%
8,653
+545
63
$1.77M 0.4%
53,541
-2,610
64
$1.69M 0.38%
5,948
+1,428
65
$1.67M 0.38%
2,960
-20
66
$1.64M 0.37%
44,070
-300
67
$1.51M 0.34%
10,387
-19
68
$1.48M 0.34%
18,310
-3,046
69
$1.45M 0.33%
6,310
+30
70
$1.43M 0.32%
24,562
-100
71
$1.11M 0.25%
20,814
-225
72
$996K 0.23%
9,400
-200
73
$962K 0.22%
13,780
-1,766
74
$925K 0.21%
4,545
-230
75
$901K 0.2%
14,950
1 2
3
4 5