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
$474M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$629K
2
+$459K
3
+$408K
4
MDLZ icon
Mondelez International
MDLZ
+$374K
5
PM icon
Philip Morris
PM
+$374K

Top Sells

1
+$1.16M
2
+$701K
3
+$678K
4
VZ icon
Verizon
VZ
+$518K
5
MSFT icon
Microsoft
MSFT
+$232K

Sector Composition

1 Healthcare 18.23%
2 Technology 18.17%
3 Consumer Staples 14.44%
4 Financials 11.07%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.71%
35,510
-620
52
$3.26M 0.69%
74,356
-997
53
– –
0
54
$3.07M 0.65%
55,266
-503
55
$3.05M 0.64%
15,073
-210
56
$2.78M 0.59%
16,989
+200
57
$2.78M 0.59%
73,646
-14,653
58
$2.58M 0.54%
35,581
+5,457
59
– –
0
60
$2.51M 0.53%
4,204
-10
61
$2.48M 0.52%
37,090
-3,728
62
$2.14M 0.45%
43,660
-410
63
$2.13M 0.45%
49,146
-4,395
64
$2.1M 0.44%
8,623
-30
65
$1.94M 0.41%
2,935
-25
66
$1.93M 0.41%
21,348
+3,038
67
$1.76M 0.37%
10,370
-17
68
$1.66M 0.35%
6,073
+125
69
$1.64M 0.35%
6,315
+5
70
$1.29M 0.27%
25,142
+580
71
$1.15M 0.24%
22,944
-420
72
$1.12M 0.24%
4,570
+25
73
$1.09M 0.23%
20,664
-150
74
$1.06M 0.22%
10,060
+660
75
$976K 0.21%
15,100
+150
1 2
3
4 5