SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$596M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.16M
3
+$673K
4
KD icon
Kyndryl
KD
+$662K
5
UBER icon
Uber
UBER
+$337K

Top Sells

1
+$1.29M
2
+$1.15M
3
+$1.12M
4
ABBV icon
AbbVie
ABBV
+$452K
5
MA icon
Mastercard
MA
+$393K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.1%
3 Financials 11.85%
4 Consumer Staples 11.73%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.55%
13,181
+4,707
52
$3.22M 0.54%
28,096
-745
53
$3.21M 0.54%
10,180
54
$3.13M 0.52%
21,358
-961
55
$3.11M 0.52%
49,721
+1,245
56
$2.95M 0.49%
58,517
-591
57
$2.6M 0.44%
54,280
-200
58
$2.54M 0.43%
7,998
+40
59
$2.5M 0.42%
7,335
-50
60
$2.42M 0.41%
14,895
-70
61
$2.34M 0.39%
16,535
62
$2.34M 0.39%
22,732
+120
63
$2.33M 0.39%
33,125
-130
64
$2.27M 0.38%
8,085
-1,405
65
$2.25M 0.38%
2,427
-50
66
$2.23M 0.37%
10,971
+361
67
$2.06M 0.34%
9,313
+715
68
$2.01M 0.34%
45,745
-674
69
$1.97M 0.33%
79,490
+43,460
70
$1.93M 0.32%
22,020
-780
71
$1.8M 0.3%
21,244
+275
72
$1.73M 0.29%
35,386
-5,717
73
$1.63M 0.27%
5,970
-64
74
$1.59M 0.27%
6,743
+535
75
$1.57M 0.26%
4,453
-566
1 2
3
4 5