SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$720K
3
+$664K
4
FISV
Fiserv Inc
FISV
+$307K
5
UNH icon
UnitedHealth
UNH
+$292K

Top Sells

1
+$3.98M
2
+$3.91M
3
+$3.41M
4
MSFT icon
Microsoft
MSFT
+$1.3M
5
CMCSA icon
Comcast
CMCSA
+$896K

Sector Composition

1 Technology 25.02%
2 Healthcare 13.92%
3 Consumer Staples 12.74%
4 Financials 11.9%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.48M 0.61%
22,319
-355
52
$3.27M 0.57%
48,476
-340
53
$3.06M 0.54%
59,108
-1,810
54
$3.03M 0.53%
11,005
+48
55
$2.98M 0.52%
29,565
-2,989
56
$2.95M 0.52%
10,180
+75
57
$2.63M 0.46%
14,965
+140
58
$2.62M 0.46%
7,385
+126
59
$2.5M 0.44%
54,480
-445
60
$2.46M 0.43%
7,958
-380
61
$2.45M 0.43%
2,477
-40
62
$2.26M 0.4%
8,474
+5,704
63
$2.21M 0.39%
22,612
+1,999
64
$2.19M 0.38%
22,800
-1,410
65
$2.17M 0.38%
10,610
+290
66
$2.14M 0.38%
41,103
-13,626
67
$2.14M 0.38%
33,255
-400
68
$2.07M 0.36%
9,490
-200
69
$2.03M 0.36%
16,535
-340
70
$2.01M 0.35%
46,419
-1,100
71
$1.97M 0.34%
8,598
72
$1.94M 0.34%
5,019
-123
73
$1.92M 0.34%
20,969
+1,235
74
$1.7M 0.3%
6,034
+60
75
$1.67M 0.29%
16,514
-791
1 2
3
4 5