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
$248M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$235K
3
+$217K
4
NTAP icon
NetApp
NTAP
+$210K
5
D icon
Dominion Energy
D
+$192K

Top Sells

1
+$1.14M
2
+$329K
3
+$204K
4
JCI icon
Johnson Controls International
JCI
+$203K
5
BA icon
Boeing
BA
+$151K

Sector Composition

1 Consumer Staples 21.82%
2 Healthcare 15.61%
3 Industrials 14.29%
4 Financials 12.43%
5 Technology 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$367K 0.15%
7,334
+770
77
$361K 0.15%
1,852
+73
78
$356K 0.14%
2,685
79
$322K 0.13%
3,505
80
$314K 0.13%
1,081
-110
81
$313K 0.13%
4,806
-509
82
$307K 0.12%
5,540
83
$294K 0.12%
1,744
-85
84
$280K 0.11%
1,270
+70
85
$273K 0.11%
815
-452
86
$266K 0.11%
1,710
87
$244K 0.1%
3,836
88
$240K 0.1%
5,176
89
$237K 0.1%
2,270
90
$235K 0.09%
+2,700
91
$233K 0.09%
2,925
-140
92
$228K 0.09%
1,793
+158
93
$217K 0.09%
+2,650
94
$210K 0.08%
+2,675
95
$205K 0.08%
5,649
96
$201K 0.08%
7,050
97
– –
-3,800
98
– –
-5,770
99
– –
-5,062
100
– –
-9,971
1 2 3
4