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
$244M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$332K
3
+$294K
4
USB icon
US Bancorp
USB
+$201K
5
EBAY icon
eBay
EBAY
+$196K

Top Sells

1
+$1.29M
2
+$97.2K
3
+$59.4K
4
BDX icon
Becton Dickinson
BDX
+$31.8K
5
MSFT icon
Microsoft
MSFT
+$21.8K

Sector Composition

1 Consumer Staples 23.72%
2 Industrials 16.69%
3 Healthcare 14.95%
4 Financials 11.13%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$368K 0.15%
14,528
77
$360K 0.15%
1,151
78
$332K 0.14%
5,179
79
$296K 0.12%
5,360
+60
80
$286K 0.12%
3,380
81
$283K 0.12%
2,685
82
$276K 0.11%
1,165
+25
83
$265K 0.11%
1,754
84
$250K 0.1%
1,759
85
$224K 0.09%
2,700
86
$222K 0.09%
2,321
-25
87
$213K 0.09%
1,492
88
$208K 0.09%
+5,399
89
$206K 0.08%
+3,845
90
$202K 0.08%
3,836
1 2 3
4