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
$272M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$335K
3
+$320K
4
AAPL icon
Apple
AAPL
+$230K
5
TROW icon
T. Rowe Price
TROW
+$225K

Top Sells

1
+$294K
2
+$266K
3
+$239K
4
CI icon
Cigna
CI
+$79.6K
5
GILD icon
Gilead Sciences
GILD
+$78.4K

Sector Composition

1 Consumer Staples 21.83%
2 Healthcare 15.83%
3 Industrials 13.63%
4 Financials 11.96%
5 Technology 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$463K 0.17%
2,967
77
$426K 0.16%
15,428
78
$402K 0.15%
15,540
-625
79
$398K 0.15%
25,276
80
$394K 0.14%
1,994
81
$359K 0.13%
942
82
$327K 0.12%
1,710
83
$306K 0.11%
3,746
84
$302K 0.11%
4,195
85
$285K 0.1%
5,899
+325
86
$283K 0.1%
2,022
+15
87
$283K 0.1%
2,793
+15
88
$255K 0.09%
3,025
+100
89
$255K 0.09%
+4,000
90
$238K 0.09%
1,240
-75
91
$237K 0.09%
+2,650
92
$218K 0.08%
+1,367
93
$215K 0.08%
6,600
94
$209K 0.08%
+5,624
95
$14K 0.01%
+2,133
96
– –
-6,841
97
– –
-2,489
98
– –
-3,729
1 2 3
4