SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.42M
3
+$216K
4
ADP icon
Automatic Data Processing
ADP
+$206K
5
CRM icon
Salesforce
CRM
+$204K

Top Sells

1
+$565K
2
+$314K
3
+$235K
4
EBAY icon
eBay
EBAY
+$205K
5
WHR icon
Whirlpool
WHR
+$199K

Sector Composition

1 Consumer Staples 21.58%
2 Healthcare 16.51%
3 Industrials 14.47%
4 Financials 12.05%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.16%
20,681
-9,060
77
$419K 0.16%
2,024
+172
78
$403K 0.15%
2,685
79
$378K 0.14%
7,150
-184
80
$354K 0.14%
1,994
+250
81
$340K 0.13%
3,580
+75
82
$321K 0.12%
5,688
+512
83
$313K 0.12%
842
+27
84
$312K 0.12%
3,120
+420
85
$291K 0.11%
5,540
86
$286K 0.11%
1,710
87
$285K 0.11%
1,270
88
$274K 0.1%
2,424
+154
89
$255K 0.1%
4,711
-95
90
$248K 0.09%
2,925
91
$240K 0.09%
1,793
92
$238K 0.09%
2,650
93
$230K 0.09%
2,675
94
$226K 0.09%
3,836
95
$216K 0.08%
+3,800
96
$207K 0.08%
6,600
-450
97
$206K 0.08%
+1,367
98
$204K 0.08%
+1,280
99
– –
-1,081
100
– –
-5,649
1 2 3
4