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
$523M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$410K
4
FI icon
Fiserv
FI
+$290K
5
AVGO icon
Broadcom
AVGO
+$209K

Top Sells

1
+$3.97M
2
+$3.03M
3
+$2.86M
4
SWK icon
Stanley Black & Decker
SWK
+$455K
5
BA icon
Boeing
BA
+$379K

Sector Composition

1 Technology 22.53%
2 Healthcare 16.72%
3 Consumer Staples 13.46%
4 Financials 10.65%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.62%
25,628
-477
52
– –
0
53
$3.1M 0.59%
41,814
+527
54
– –
0
55
$2.99M 0.57%
76,446
+945
56
$2.93M 0.56%
16,954
-10
57
$2.85M 0.54%
69,021
-2,335
58
$2.7M 0.52%
41,186
+3,120
59
$2.64M 0.51%
26,586
-10
60
$2.41M 0.46%
2,835
-10
61
$2.32M 0.44%
34,735
-115
62
$2.23M 0.43%
66,760
-4,205
63
$2.17M 0.42%
27,181
-5,691
64
$2.09M 0.4%
8,448
-175
65
$1.98M 0.38%
9,781
+39
66
$1.96M 0.38%
3,537
-571
67
$1.76M 0.34%
6,702
+302
68
$1.62M 0.31%
42,965
-650
69
$1.59M 0.3%
6,164
-258
70
$1.59M 0.3%
9,370
+7,910
71
$1.58M 0.3%
20,265
+562
72
$1.55M 0.3%
39,041
-5,540
73
$1.41M 0.27%
10,020
-250
74
$1.4M 0.27%
20,718
-24
75
$1.36M 0.26%
1,503
-36
1 2
3
4 5