SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$328K
3
+$310K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$240K
5
AXP icon
American Express
AXP
+$170K

Top Sells

1
+$688K
2
+$495K
3
+$220K
4
SYK icon
Stryker
SYK
+$210K
5
WMT icon
Walmart Inc
WMT
+$208K

Sector Composition

1 Consumer Staples 21.1%
2 Industrials 18.8%
3 Healthcare 13.81%
4 Energy 10.69%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,225
77
– –
-7,263
78
– –
-33,555
1 2 3
4