SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.49M
3
+$682K
4
VZ icon
Verizon
VZ
+$338K
5
SYY icon
Sysco
SYY
+$327K

Top Sells

1
+$1.89M
2
+$931K
3
+$634K
4
MMM icon
3M
MMM
+$91.2K
5
UPS icon
United Parcel Service
UPS
+$83.1K

Sector Composition

1 Consumer Staples 19.87%
2 Healthcare 17.88%
3 Technology 14.33%
4 Industrials 11.87%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$490K 0.17%
10,516
+50
77
$416K 0.14%
4,421
+1,028
78
$386K 0.13%
1,600
79
$366K 0.13%
15,428
-326
80
$319K 0.11%
2,516
+522
81
$318K 0.11%
3,970
-175
82
$308K 0.11%
25,276
-544
83
$304K 0.1%
13,571
-1,884
84
$304K 0.1%
3,020
85
$284K 0.1%
2,898
-200
86
$267K 0.09%
9,336
87
$265K 0.09%
6,648
+798
88
$258K 0.09%
+4,924
89
$250K 0.09%
6,370
+1,000
90
$241K 0.08%
+554
91
$233K 0.08%
+3,721
92
$232K 0.08%
2,625
93
$226K 0.08%
+4,000
94
$224K 0.08%
+1,319
95
$222K 0.08%
2,422
96
$201K 0.07%
+1,015
97
$92K 0.03%
2,691
+108
98
– –
-32,436
1 2 3
4