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
$363M
AUM Growth
+$72.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.95M
3
+$2.92M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.68M
5
AAPL icon
Apple
AAPL
+$2.63M

Top Sells

1
+$1.16M
2
+$288K
3
+$273K
4
AWF
AllianceBernstein Global High Income Fund
AWF
+$208K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$108K

Sector Composition

1 Healthcare 19.83%
2 Consumer Staples 18.35%
3 Technology 14.96%
4 Industrials 12.02%
5 Financials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$812K 0.22%
20,614
+10,098
77
$795K 0.22%
+3,128
78
$759K 0.21%
+3,855
79
$749K 0.21%
+16,204
80
$698K 0.19%
+20,032
81
$678K 0.19%
1,382
+828
82
$630K 0.17%
6,541
+2,120
83
$623K 0.17%
5,090
-110
84
$618K 0.17%
+10,350
85
$545K 0.15%
5,037
-275
86
$542K 0.15%
11,625
+4,977
87
$524K 0.14%
1,758
+158
88
$499K 0.14%
+16,355
89
$420K 0.12%
40,000
-19,842
90
$403K 0.11%
+3,462
91
$384K 0.11%
15,944
+516
92
$376K 0.1%
3,970
93
$375K 0.1%
15,500
-4,445
94
$323K 0.09%
+10,700
95
$302K 0.08%
25,276
96
$293K 0.08%
3,020
97
$289K 0.08%
2,491
-25
98
$287K 0.08%
10,886
+1,550
99
$279K 0.08%
2,625
100
$279K 0.08%
13,571
1 2 3
4
5