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
$520M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$642K
3
+$449K
4
ZTS icon
Zoetis
ZTS
+$403K
5
VLO icon
Valero Energy
VLO
+$210K

Top Sells

1
+$3.53M
2
+$3.16M
3
+$2.55M
4
NVDA icon
NVIDIA
NVDA
+$518K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$409K

Sector Composition

1 Technology 19.66%
2 Healthcare 17.79%
3 Consumer Staples 13.78%
4 Financials 11.27%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.67%
20,714
+2,382
52
$3.35M 0.64%
14,998
-75
53
$3.27M 0.63%
75,501
+1,145
54
$3.25M 0.63%
26,596
+5,248
55
$3.24M 0.62%
16,964
-25
56
$3.22M 0.62%
32,872
-1,905
57
– –
0
58
$2.99M 0.58%
71,356
-2,290
59
– –
0
60
$2.75M 0.53%
34,850
-2,240
61
$2.66M 0.51%
38,066
+2,485
62
$2.5M 0.48%
70,965
-1,230
63
$2.25M 0.43%
8,623
64
$2.08M 0.4%
2,845
-90
65
$2.07M 0.4%
4,108
-96
66
$1.99M 0.38%
44,581
-4,565
67
$1.95M 0.38%
9,742
-628
68
$1.93M 0.37%
43,615
-45
69
$1.8M 0.35%
+19,703
70
$1.79M 0.34%
6,400
+85
71
$1.56M 0.3%
6,422
+349
72
$1.29M 0.25%
10,270
+210
73
$1.25M 0.24%
20,742
+78
74
$1.2M 0.23%
1,539
75
$1.18M 0.23%
21,788
-3,354
1 2
3
4 5