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

Top Buys

1
+$1.71M
2
+$714K
3
+$562K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$452K
5
BDX icon
Becton Dickinson
BDX
+$386K

Top Sells

1
+$911K
2
+$883K
3
+$686K
4
FTV icon
Fortive
FTV
+$579K
5
ABBV icon
AbbVie
ABBV
+$550K

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
$932K 0.24%
13,800
-7,853
77
$914K 0.23%
16,204
78
$911K 0.23%
20,366
-248
79
$859K 0.22%
6,758
+217
80
$823K 0.21%
3,953
+98
81
$767K 0.19%
3,334
+206
82
$735K 0.19%
19,956
-76
83
$691K 0.18%
1,382
84
$660K 0.17%
10,200
-150
85
$575K 0.15%
11,958
+333
86
$553K 0.14%
3,937
-1,100
87
$521K 0.13%
4,785
-305
88
$483K 0.12%
15,944
89
$482K 0.12%
1,764
+6
90
$452K 0.11%
11,972
-4,383
91
$404K 0.1%
9,586
-1,300
92
$401K 0.1%
3,336
-126
93
$390K 0.1%
3,945
-25
94
$383K 0.1%
10,700
95
$368K 0.09%
3,721
96
$328K 0.08%
20,000
-5,276
97
$325K 0.08%
3,907
+920
98
$313K 0.08%
2,036
-455
99
$307K 0.08%
13,571
100
$307K 0.08%
9,145
-6,355
1 2 3
4
5