SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$482K
3
+$471K
4
GEV icon
GE Vernova
GEV
+$321K
5
AMZN icon
Amazon
AMZN
+$308K

Top Sells

1
+$4.16M
2
+$3.47M
3
+$3.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$602K

Sector Composition

1 Technology 20.99%
2 Healthcare 16.5%
3 Consumer Staples 13.83%
4 Financials 11.6%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
$3.31M 0.61%
48,816
+1,525
53
$3.25M 0.6%
103,350
+15,015
54
$3.02M 0.56%
54,729
-418
55
$2.87M 0.53%
29,101
+5
56
$2.67M 0.49%
24,210
-4,785
57
$2.64M 0.49%
14,825
+20
58
$2.54M 0.47%
7,259
59
$2.48M 0.46%
10,105
+372
60
$2.38M 0.44%
2,517
61
$2.34M 0.43%
33,655
-200
62
$2.31M 0.43%
54,925
-2,430
63
$2.18M 0.4%
8,338
+42
64
$2.16M 0.4%
47,519
-2,596
65
$1.99M 0.37%
8,598
+85
66
$1.98M 0.36%
53,548
-12,825
67
$1.97M 0.36%
5,142
+56
68
$1.94M 0.36%
19,734
-58
69
$1.83M 0.34%
10,957
+1,164
70
$1.81M 0.33%
17,305
-3,345
71
$1.81M 0.33%
20,613
72
$1.76M 0.33%
5,974
-40
73
$1.76M 0.33%
10,320
+100
74
$1.6M 0.3%
41,990
-775
75
$1.54M 0.28%
16,875
+2,235
1 2
3
4 5