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
$546M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$699K
3
+$532K
4
TMO icon
Thermo Fisher Scientific
TMO
+$490K
5
AMAT icon
Applied Materials
AMAT
+$458K

Top Sells

1
+$4.16M
2
+$3.4M
3
+$3.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$608K

Sector Composition

1 Technology 23.26%
2 Healthcare 15.6%
3 Consumer Staples 12.86%
4 Financials 11.77%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
$3.24M 0.59%
29,096
-1,160
53
$3.12M 0.57%
41,558
+304
54
$3.06M 0.56%
88,335
+9,240
55
$3.04M 0.56%
28,995
-1,512
56
$2.82M 0.52%
47,291
+4,925
57
$2.77M 0.51%
14,805
+110
58
$2.63M 0.48%
20,650
-3,480
59
$2.49M 0.46%
66,373
-7,950
60
$2.46M 0.45%
33,855
-245
61
$2.45M 0.45%
8,296
-112
62
$2.33M 0.43%
9,733
+15
63
$2.31M 0.42%
2,517
-168
64
$2.29M 0.42%
7,259
+208
65
$2.27M 0.42%
9,793
-4
66
$2.26M 0.41%
5,086
+1,197
67
$2.14M 0.39%
57,355
-5,255
68
$2M 0.37%
50,115
-12,599
69
$1.86M 0.34%
20,613
70
$1.86M 0.34%
10,220
+308
71
$1.81M 0.33%
19,792
-324
72
$1.74M 0.32%
6,014
+364
73
$1.72M 0.31%
8,513
+1,935
74
$1.69M 0.31%
+14,640
75
$1.62M 0.3%
9,720
-150
1 2
3
4 5