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

Top Buys

1
+$746K
2
+$563K
3
+$446K
4
ABBV icon
AbbVie
ABBV
+$342K
5
MSFT icon
Microsoft
MSFT
+$260K

Top Sells

1
+$423K
2
+$199K
3
+$182K
4
COR icon
Cencora
COR
+$159K
5
DHR icon
Danaher
DHR
+$154K

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
$451K 0.16%
25,276
77
$438K 0.15%
9,336
78
$431K 0.15%
1,994
79
$385K 0.13%
15,455
-85
80
$380K 0.13%
998
+56
81
$355K 0.12%
1,600
-110
82
$355K 0.12%
3,018
+25
83
$350K 0.12%
3,851
84
$324K 0.11%
4,195
85
$314K 0.11%
1,947
-75
86
$314K 0.11%
6,219
+195
87
$292K 0.1%
15,000
88
$284K 0.1%
3,025
89
$259K 0.09%
2,380
90
$238K 0.08%
2,650
91
$231K 0.08%
5,850
-750
92
$231K 0.08%
1,105
+255
93
$229K 0.08%
3,893
-7,131
94
$223K 0.08%
1,075
-165
95
$221K 0.08%
1,367
96
$219K 0.08%
5,624
97
$206K 0.07%
4,000
98
$13K ﹤0.01%
2,133
1 2 3
4