SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$879K
3
+$594K
4
MET icon
MetLife
MET
+$294K
5
TGT icon
Target
TGT
+$243K

Top Sells

1
+$335K
2
+$287K
3
+$107K
4
COP icon
ConocoPhillips
COP
+$94.6K
5
ESRX
Express Scripts Holding Company
ESRX
+$91K

Sector Composition

1 Consumer Staples 23.67%
2 Industrials 17.5%
3 Healthcare 15.42%
4 Energy 8.16%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.12%
50,283
77
$249K 0.12%
1,896
78
$243K 0.12%
+3,475
79
$233K 0.11%
1,947
-93
80
$231K 0.11%
2,875
81
$219K 0.1%
7,360
82
$216K 0.1%
3,650
83
$209K 0.1%
3,356
-755
84
$206K 0.1%
7,594
-1,286
85
$203K 0.1%
5,554
-1,700
86
$193K 0.09%
14,528
1 2 3
4