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
$394M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$685K
3
+$568K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$434K
5
BDX icon
Becton Dickinson
BDX
+$369K

Top Sells

1
+$877K
2
+$829K
3
+$682K
4
FTV icon
Fortive
FTV
+$558K
5
OTIS icon
Otis Worldwide
OTIS
+$509K

Sector Composition

1 Healthcare 19.17%
2 Consumer Staples 17.73%
3 Technology 14.85%
4 Industrials 12.5%
5 Financials 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$914K 0.23%
16,204
77
$911K 0.23%
20,366
-248
78
$859K 0.22%
6,758
+217
79
$823K 0.21%
3,953
+98
80
$767K 0.19%
3,334
+206
81
$735K 0.19%
19,956
-76
82
$691K 0.18%
1,382
83
$660K 0.17%
10,200
-150
84
$575K 0.15%
11,958
+333
85
$553K 0.14%
3,937
-1,100
86
$521K 0.13%
4,785
-305
87
$483K 0.12%
15,944
88
$482K 0.12%
1,764
+6
89
$452K 0.11%
11,972
-4,383
90
$404K 0.1%
9,586
-1,300
91
$401K 0.1%
3,336
-126
92
$390K 0.1%
3,945
-25
93
$383K 0.1%
10,700
94
$368K 0.09%
3,721
95
$328K 0.08%
20,000
-5,276
96
$325K 0.08%
3,907
+920
97
$313K 0.08%
2,036
-455
98
$307K 0.08%
13,571
99
$307K 0.08%
9,145
-6,355
100
$298K 0.08%
4,100
+100
1 2 3
4
5