SIG

Sky Investment Group Portfolio holdings

AUM $583M
1-Year Est. Return 17.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$1.63M
3
+$1.17M
4
AMZN icon
Amazon
AMZN
+$1.14M
5
TROW icon
T. Rowe Price
TROW
+$477K

Top Sells

1
+$5.72M
2
+$2.33M
3
+$1.07M
4
WHR icon
Whirlpool
WHR
+$548K
5
BUD icon
AB InBev
BUD
+$469K

Sector Composition

1 Consumer Staples 22.06%
2 Healthcare 16.55%
3 Industrials 13.16%
4 Financials 12.01%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.16%
+25,276
77
$363K 0.15%
16,165
78
$324K 0.14%
7,100
-50
79
$313K 0.13%
1,994
80
$304K 0.13%
942
+100
81
$294K 0.12%
6,841
-1,543
82
$283K 0.12%
3,746
+166
83
$274K 0.12%
1,710
84
$271K 0.11%
2,778
+354
85
$266K 0.11%
2,489
-4,832
86
$259K 0.11%
2,007
+214
87
$257K 0.11%
5,574
+34
88
$253K 0.11%
+4,195
89
$239K 0.1%
3,729
-1,816
90
$220K 0.09%
1,315
+45
91
$217K 0.09%
2,925
92
$205K 0.09%
6,600
93
– –
-1,367
94
– –
-5,351
95
– –
-2,650
96
– –
-4,711
97
– –
-2,675
98
– –
-20,681
99
– –
-3,800
100
– –
-14,668
1 2 3
4
5