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
$247M
AUM Growth
-$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$956K
2
+$838K
3
+$709K
4
DUK icon
Duke Energy
DUK
+$389K
5
HD icon
Home Depot
HD
+$317K

Top Sells

1
+$1.42M
2
+$223K
3
+$208K
4
WY icon
Weyerhaeuser
WY
+$207K
5
BA icon
Boeing
BA
+$103K

Sector Composition

1 Consumer Staples 22.12%
2 Healthcare 15.21%
3 Industrials 15.17%
4 Financials 12.36%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.17%
5,429
77
$343K 0.14%
5,315
-22,062
78
$336K 0.14%
3,505
+25
79
$331K 0.13%
6,564
+530
80
$329K 0.13%
5,062
-575
81
$326K 0.13%
1,191
+50
82
$321K 0.13%
2,685
83
$317K 0.13%
+1,779
84
$302K 0.12%
1,200
+35
85
$294K 0.12%
1,829
-25
86
$290K 0.12%
5,540
87
$272K 0.11%
1,710
88
$250K 0.1%
2,270
89
$227K 0.09%
5,649
90
$224K 0.09%
1,635
+78
91
$217K 0.09%
5,176
-88
92
$213K 0.09%
3,836
93
$209K 0.08%
7,050
+900
94
$204K 0.08%
+3,065
95
$204K 0.08%
+3,800
96
$203K 0.08%
5,770
+407
97
– –
-2,700
98
– –
-5,860
1 2 3
4