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
$215M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.13M
3
+$229K
4
COF icon
Capital One
COF
+$222K
5
CI icon
Cigna
CI
+$222K

Top Sells

1
+$1.18M
2
+$495K
3
+$482K
4
JCI icon
Johnson Controls International
JCI
+$336K
5
BVA
CORDIA BANCORP INC COM
BVA
+$253K

Sector Composition

1 Consumer Staples 22.81%
2 Industrials 17.7%
3 Healthcare 15.24%
4 Financials 8.57%
5 Energy 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.14%
2,282
77
$264K 0.12%
1,896
78
$239K 0.11%
3,650
79
$239K 0.11%
3,480
+5
80
$235K 0.11%
7,360
81
$228K 0.11%
5,554
82
$227K 0.11%
14,528
83
$227K 0.11%
1,947
84
$223K 0.1%
3,356
85
$222K 0.1%
+1,700
86
$222K 0.1%
+3,090
87
$206K 0.1%
+2,485
88
$205K 0.1%
2,725
-150
89
– –
-50,283
90
– –
-7,594
91
– –
-8,990
1 2 3
4