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
$290M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$590K
3
+$447K
4
ABBV icon
AbbVie
ABBV
+$378K
5
MSFT icon
Microsoft
MSFT
+$263K

Top Sells

1
+$419K
2
+$209K
3
+$182K
4
DHR icon
Danaher
DHR
+$157K
5
RTX icon
RTX Corp
RTX
+$153K

Sector Composition

1 Consumer Staples 21.59%
2 Healthcare 16.01%
3 Industrials 13.16%
4 Financials 12.24%
5 Technology 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.16%
15,580
77
$451K 0.16%
25,276
78
$438K 0.15%
9,336
79
$431K 0.15%
1,994
80
$385K 0.13%
15,455
-85
81
$380K 0.13%
998
+56
82
$355K 0.12%
1,600
-110
83
$355K 0.12%
3,018
+25
84
$350K 0.12%
3,851
85
$324K 0.11%
4,195
86
$314K 0.11%
1,947
-75
87
$314K 0.11%
6,219
+195
88
$292K 0.1%
15,000
89
$284K 0.1%
3,025
90
$259K 0.09%
2,380
91
$238K 0.08%
2,650
92
$231K 0.08%
5,850
-750
93
$231K 0.08%
1,105
+255
94
$229K 0.08%
3,893
-7,131
95
$223K 0.08%
1,075
-165
96
$221K 0.08%
1,367
97
$219K 0.08%
5,624
98
$206K 0.07%
4,000
99
$13K ﹤0.01%
2,133
1 2 3
4