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
$195M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.47M
3
+$1.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
MO icon
Altria Group
MO
+$911K

Top Sells

1
+$4.34M
2
+$2.1M
3
+$1.13M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
QCOM icon
Qualcomm
QCOM
+$975K

Sector Composition

1 Consumer Staples 23.09%
2 Industrials 17.38%
3 Healthcare 15.14%
4 Financials 8.68%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.12%
1,896
77
$223K 0.11%
+271,080
78
$220K 0.11%
+4,600
79
$204K 0.1%
3,650
80
$198K 0.1%
50,283
+26,269
81
– –
-8,526
82
– –
-75,698
83
– –
-43,180
1 2 3
4